Asher Witham
Investment adviser representative at Forum Financial Management, LP
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Forum Financial Management, LPJun 2023 to now
- AegMar 2023 to May 2023
- CalixJun 2021 to Aug 2021
- Pepperdine UniversityAug 2019 to Apr 2023
- Becker Surf & SportJul 2019 to May 2021
- Sierra Pacific ConstructorsJun 2018 to Aug 2018
- Thousand Oaks High SchoolAug 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Forum Financial Management, LP
$8.7BAssets managed
5,841Clients
112Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8201688
- Firm CRD
- 145706