Absher Wealth Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.2B
- Clients
- 691
- Avg AUM / client
- $1.8M
- Accounts
- 2,468
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 288 | $83.1M | 6.59% |
| High net worth individuals | 377 | $1.1B | 89.7% |
| Pension and profit sharing plans | 10 | $12.9M | 1.02% |
| Charitable organizations | 9 | $30.7M | 2.44% |
| Corporations and other businesses | 7 | $2.6M | 0.21% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jennifer Lynn Oravsky | Senior Wealth Planner | CFP | Jul 2019 (7y) | 5% – 10% |
| Kevin L Mishoe | Chief Compliance Officer | CFP | Jul 2019 (7y) | Less than 5% |
| Michael Forester Absher | Managing Director & President | Jul 2019 (7y) | 75% or more | |
| Robert Lee Roland | Registered representative | CFP | Mar 2021 (5y) | |
| Zakariya Wahdan | Registered representative | May 2021 (5y) | ||
| William Stuart Bost | Registered representative | CFA | Jan 2022 (5y) | |
| Christine Marie Foster Perry | Registered representative | Jun 2024 (2y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Wells Fargo $1.3B (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗