Widener & Asher Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,623,304
Total clients
33
21% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
17
Average account size
$685,555
About
Widener & Asher Asset Management LLC provides financial planning and discretionary portfolio management for a mix of individuals, trusts, charitable organizations, pension plans, and other entities. As of March 31, 2025 the firm reported approximately $22.6 million in assets under management and manages client accounts on a discretionary basis.
The firm emphasizes diversified portfolios built with readily marketable ETFs, mutual funds, stocks, bonds, and options and applies Modern Portfolio Theory to manage risk through asset allocation, rebalancing, and expense minimization. Investment decisions are based on fundamental, quantitative, and qualitative analysis and draw on third‑party research providers such as Morningstar, Standard & Poor’s, Lipper, and Bloomberg.
Compared with peers, the firm’s client mix includes institutional entities in addition to individuals—its brochure lists pension plans and other entities, and it serves insurance company clients, a client type that is uncommon among similar supported advisors. The principals bring direct retirement‑plan experience (including administration of numerous 401(k) plans), custody client assets through Charles Schwab, and maintain a Code of Ethics and professional liability insurance.
Client services
Fee options
$0 - $1,000,000: 0.50% $1,000,000 - $2,000,000: 0.45% $2,000,000 - $3,000,000: 0.40% $3,000,000 - $5,000,000: 0.35% $5,000,000+: 0.25%
Fees for Financial Planning negotiated based on complexity; specific rates not stated.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Widener & Asher Asset Management LLC
13 N Main
Ellinwood KS 67526, United States
Number of offices
1
Forms ADV
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