Overview
Assets Under Management: $406 million
Headquarters: WELLESLEY, MA
High-Net-Worth Clients: 103
Average Client Assets: $2.9 million
Frequently Asked Questions
WELLESLEY INVESTMENT PARTNERS, 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 #144984), WELLESLEY INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
WELLESLEY INVESTMENT PARTNERS, LLC is headquartered in WELLESLEY, MA.
WELLESLEY INVESTMENT PARTNERS, LLC serves 103 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, WELLESLEY INVESTMENT PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WELLESLEY INVESTMENT PARTNERS, LLC manages $406 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, WELLESLEY INVESTMENT PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.55%
Average Client Assets: $2.9 million
Total Client Accounts: 452
Discretionary Accounts: 449
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 144984
Filing ID: 1193107
Last Filing Date: 2018-03-29 12:30:00