Overview
Assets Under Management: $129 million
Headquarters: YARDLEY, PA
High-Net-Worth Clients: 73
Average Client Assets: $1.5 million
Frequently Asked Questions
ATTLEBORO WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318056), ATTLEBORO WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ATTLEBORO WEALTH MANAGEMENT LLC is headquartered in YARDLEY, PA.
ATTLEBORO WEALTH MANAGEMENT LLC serves 73 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, ATTLEBORO WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ATTLEBORO WEALTH MANAGEMENT LLC manages $129 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, ATTLEBORO WEALTH MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.06%
Average Client Assets: $1.5 million
Total Client Accounts: 628
Discretionary Accounts: 571
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 318056
Filing ID: 2054449
Last Filing Date: 2026-03-03 14:45:23