Abich Financial Wealth Management LLC has submitted a 13F Notice to the SEC, which provides insights into its investment holdings as of September 30, 2026. This filing is significant as it reflects the company's current investment strategy and its commitment to transparency in its financial activities.
Abich Financial Wealth Management LLC, based in Ashburn, Virginia, operates under the Central Index Key (CIK) 0002011645. The firm is categorized as an 'other' entity type and has a fiscal year ending on December 31. The recent filing is part of a series of disclosures, with the latest submissions indicating an ongoing engagement with regulatory requirements.
The filing states that it is a 13F Notice, which is a report that institutional investment managers must file with the SEC. This particular filing was made on November 6, 2026, and covers the period ending on September 30, 2026. The document notes that the filing manager is Abich Financial Wealth Management LLC, with a business address at 20135 Lakeview Center Plaza, Suite #110, Ashburn, VA 20147.
In this filing, Abich Financial Wealth Management LLC also mentions other managers, including AE Wealth Management LLC and Impact Partnership Wealth, LLC, which may indicate collaborative or competitive dynamics in the wealth management sector. However, specific details regarding the investment holdings or changes in strategy were not disclosed in the filing.
This update may affect clients and stakeholders of Abich Financial Wealth Management LLC, as well as competitors in the wealth management industry, who may analyze these changes to inform their own investment strategies.
Details were not available in the SEC filing regarding the next steps following this submission. It remains to be seen how this filing will influence the firm's operations and its standing within the industry.
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