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WELLESLEY ASSET MANAGEMENT, INC.
CRD 116176 · SEC 801-61288
100 MARKET STREET, SUITE 203, PORTSMOUTH, NH, 03801, United States
Phone
781-416-4000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.99B
Discretionary AUM
$1.99B
Team
30 total employees; 19 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 958 | $393.9M |
| High net worth individuals | 288 | $487.1M |
| Investment companies | 3 | $780.6M |
| Pooled investment vehicles | 1 | $137.7M |
| Pension/profit sharing plans | 22 | $126.5M |
| Charitable organizations | 12 | $44.1M |
| Insurance companies | 3 | $11.1M |
| Corporations/business entities | 9 | $10.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD