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ATTLEBORO WEALTH MANAGEMENT LLC
CRD 318056 · SEC 801-134205
1051 LINDENHURST ROAD, YARDLEY, PA, 19067, United States
Phone
215-310-9440
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$129.3M
Discretionary AUM
$119.7M
Team
6 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $21.9M |
| High net worth individuals | 73 | $107.4M |
| Corporations/business entities | 2 | $9K |
States served
NJ, PA, TX
All web addresses on file
Official SEC filing: View on IAPD