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TROMBLEY WEALTH MANAGEMENT
RAY TROMBLEY ASSOCIATES, LLC
CRD 312536
2022 BOSTON ROAD, WILBRAHAM, MA, 01095, United States
Phone
(413) 596-6992
Fax
(413) 599-1398
Registration
— (—)
Source
State registered
Total AUM
$81.4M
Discretionary AUM
$81.4M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersHOURLY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 205 | $52.4M |
| High net worth individuals | 17 | $29.0M |
| Charitable organizations | 1 | $29K |
All web addresses on file
- https://www.trombleywealth.com
- https://www.linkedin.com/company/trombley-associates-investment-and-retirment-planning/
- https://www.linkedin.com/in/barbara-trombley-cpa-mba-cdfa-54182027/
- https://www.facebook.com/trombleyinvestments
- https://www.linkedin.com/in/mike-trombley-0b712287/
- https://www.trombleyassociates.com/
Official SEC filing: View on IAPD