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TABLEAUX WEALTH
TABLEAUX LLC
CRD 319355 · SEC 801-131336
80 MAPLE AVENUE, SUITE 5, GREAT BARRINGTON, MA, 01230, United States
Phone
413-264-2400
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$229.7M
Discretionary AUM
$204.5M
Team
6 total employees; 4 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 148 | $66.5M |
| High net worth individuals | 61 | $163.2M |
States served
VT, CA, MA, NY, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/company/tableauxwealth/about/
- https://www.linkedin.com/in/mattchester/
- https://www.linkedin.com/in/shelleywojtkowski/
- https://www.linkedin.com/in/catherine-chester-7a4a4417/
- https://www.linkedin.com/in/luke-delorme-cfp%C2%AE-chfc-8908ba26/
- http://www.tableauxwealth.com
- https://www.linkedin.com/in/joepolidoro/
Official SEC filing: View on IAPD