Adviser Profile
| As of Date | 08/25/2025 |
| Registration status | Registration Changed to ATTLEBORO WEALTH MANAGEMENT LLC |
| ADV Location | YARDLEY, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 113,057,319 6% |
| of that, discretionary | 103,511,210 7% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 207,826 -2% |
| % High Net Worth | 66.41% 19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds