Attleboro Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Yardley, PA. Its latest Form ADV filing, dated March 3, 2026, reports $129M in regulatory assets under management, 5 employees, and 628 accounts.
Top client segmentHNWI represent 51.4% of total clients.
Top client categories% of clientsClients
1
HNWI
51.4%
73
2
Individuals
47.2%
67
3
Corporations
1.4%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$129Mas of March 3, 2026
Discretionary92.6%
$120M
93% of total RAUM92.6%
Non-discretionary7.4%
$10M
7% of total RAUM7.4%
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$129M
Total Accounts628
10Y AUM Change+$129M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee28:1
10Y Employee Change-2 (-28.6%)
* 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.