Wellesley Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portsmouth, NH. Its latest Form ADV filing, dated March 30, 2026, reports $2.0B in regulatory assets under management, 30 employees, 2 offices, and 1,956 accounts.
Assets Under Management
$2.0B
Employees
30
Offices
2 offices
Total Clients
1,296
Primary office
PORTSMOUTH, NH
100 MARKET STREET, SUITE 203, PORTSMOUTH, NH, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.9% of total clients.
Top client categories% of clientsClients
1
Individuals
73.9%
958
2
HNWI
22.2%
288
3
Pension Plans
1.7%
22
4
Charitable
0.9%
12
5
Corporations
0.7%
9
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 30, 2026
Discretionary99.7%
$2.0B
100% of total RAUM99.7%
Non-discretionary0.3%
$6M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts1,956
10Y AUM Change$-648M (-24.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee43:1
10Y Employee Change-7 (-18.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.