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AAF WEALTH MANAGEMENT, LLC
CRD 164646 · SEC 801-76885
50 WASHINGTON STREET, WESTBOROUGH, MA, 01581, United States
Phone
508-366-9100
Fax
508-366-9789
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$727.6M
Discretionary AUM
$580.4M
Team
10 total employees; 6 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 131 | $66.5M |
| High net worth individuals | 140 | $491.4M |
| Pension/profit sharing plans | 8 | $106.4M |
| Charitable organizations | 12 | $62.3M |
| Corporations/business entities | 2 | $1.2M |
States served
CA, ME, MA, NY, RI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD