GREAT BARRINGTON, MACRD 319355Latest ADV March 25, 2026
Tableaux Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Great Barrington, MA. Its latest Form ADV filing, dated March 25, 2026, reports $230M in regulatory assets under management, 6 employees, 4 offices, and 617 accounts.
Assets Under Management
$230M
Employees
6
Offices
4 offices
Total Clients
209
Primary office
GREAT BARRINGTON, MA
80 MAPLE AVENUE, SUITE 5, GREAT BARRINGTON, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.8% of total clients.
Top client categories% of clientsClients
1
Individuals
70.8%
148
2
HNWI
29.2%
61
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$230Mas of March 25, 2026
Discretionary89.0%
$204M
89% of total RAUM89.0%
Non-discretionary11.0%
$25M
11% of total RAUM11.0%
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$230M
Total Accounts617
10Y AUM Change+$120M (+110.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee35:1
10Y Employee Change+1 (+20.0%)
* 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.