Justin
Dobak

Abich Financial Wealth Management, LLC

CRD#7827847
Investment Advisor
in Ashburn, VA

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About this Advisor

Justin Dobak is a financial advisor based in Ashburn, Virginia, working with Abich Financial Wealth Management, LLC. Justin has previously held positions at Richard Allen Clothing, Dominion Financial Consultants, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Abich Financial Wealth Management. Justin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Justin is part of Abich Financial Wealth Management, LLC, which operates out of Ashburn, Virginia. The firm has 20 employees and manages assets totaling $150.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Abich Financial Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

20135 Lakeview Center Plaza #110
Ashburn, VA 20147

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Abich Financial Wealth Management, LLC Brokerage Details

Total Assets Under Management

$150,120,693

VA Average: $1,835,309,194
Total Number of Employees

20

VA Average: 32
Total Number of Accounts

635

VA Average: 1,458
Average Account Size

$236,411

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Justin Dobak Work History

2024 - Present (1 year)

Abich Financial Wealth Management

2024 - 2024 (< 1 year)

Northwestern Mutual Wealth Management Company

2023 - 2024 (1 year)

Northwestern Mutual Life Insurance Company

2023 - 2024 (1 year)

Northwestern Mutual Investment Services LLC

2020 - 2023 (3 years)

Dominion Financial Consultants

2013 - 2021 (8 years)

Richard Allen Clothing

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Disclosures

Please visit the SEC profile of Justin Dobak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Abich Financial Wealth Management, LLC

Justin Dobak
Ashburn, VA
Ruben Devia Arbanil
Ashburn, VA
Patrick Volk
Ashburn, VA
Abraham Abich
Ashburn, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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