Aaf Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westborough, MA. Its latest Form ADV filing, dated March 5, 2026, reports $728M in regulatory assets under management, 10 employees, and 897 accounts.
Assets Under Management
$728M
Employees
10
Offices
--
Total Clients
293
Primary office
WESTBOROUGH, MA
50 WASHINGTON STREET, WESTBOROUGH, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 47.8% of total clients.
Top client categories% of clientsClients
1
HNWI
47.8%
140
2
Individuals
44.7%
131
3
Charitable
4.1%
12
4
Pension Plans
2.7%
8
5
Corporations
0.7%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$728Mas of March 5, 2026
Discretionary79.8%
$580M
80% of total RAUM79.8%
Non-discretionary20.2%
$147M
20% of total RAUM20.2%
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.
Total AUM$728M
Total Accounts897
10Y AUM Change+$533M (+274.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee29:1
10Y Employee Change+2 (+25.0%)
* 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.