Morgan Stanley
41yrs
Top advisor by experience in Thousand Oaks
New
Asher Witham
Financial advisor at Forum Financial Management
Asher Witham is a financial advisor in Thousand Oaks, California, registered since Dec 2025. Asher has been with Forum Financial Management since 2025. Asher holds the CFP® designation.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office100 E. Thousand Oaks Blvd., Thousand Oaks, CA 91360
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.26 million
Advisors at the firm115
States licensed ?1 state
Services through Forum Financial Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Dec 2025 – nowForum Financial Management, LPCurrent firm
Contact Asher
Local office(805) 494-3416Ask for Asher. (630) 873-8520Main office · Lombard, IL 100 E. Thousand Oaks Blvd.Thousand Oaks, CA 91360Office · Get directions LinkedIn pageForum Financial Management
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Questions to ask Asher
Tailored to Asher’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Asher
How do I contact Asher?
Call Asher’s local office at (805) 494-3416 or the Forum Financial Management main office at (630) 873-8520, and ask for Asher Witham.
How long has Asher been a financial advisor?
Asher is new to the profession, registered since Dec 2025, and holds 0 licenses.
What licenses does Asher hold?
No exams are listed on the official record.
Is Asher a fiduciary?
Asher is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Asher paid?
Forum Financial Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Asher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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