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| Happy Holidays!! thanks for using AUM13F!! |
| AAF Wealth Management LLC
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|---|---|
| CRD # | 164646 |
| SEC # | 801-76885 |
| CIK # | 0001726609 |
| AUM | $607.3 M (2025-03-31) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 508-366-9100 |
| Address | 50 Washington Street Westborough, MA 01581 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 10.6 | ||
| Apple Inc | 4.2 | ||
| Alphabet Inc | 2.4 | ||
| Facebook Inc | 1.9 | ||
| Microsoft Corp | 1.2 | ||
| Amazon Com Inc | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 31.6 |
| (b) Individuals (high net worth individuals) | 153 | 407.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 93.5 |
| (h) Charitable organizations | 10 | 70.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 806 | 607.3 |
| By Discretionary | ||
| Discretionary | 777 | 461.7 |
| Non-Discretionary | 29 | 145.7 |
| Total | 806 | 607.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 607.3 | |
| Total | 806 | 607.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001726609] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tillman Hartley LLC
✚
|
CO | 0.6 |
|
Swisspartners Advisors AG
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0.6 | |
|
Vantage Wealth
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|
CA | 0.6 |
|
Manske Wealth Management LLC
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TX | 0.6 |
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E & G Advisors LP
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TX | 0.6 |
|
Flagship Wealth Advisors LLC
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MA | 0.6 |
|
Central Valley Advisors LLC
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|
CA | 0.6 |
|
Oliver Lagore Vanvalin Investment Group Inc
✚
|
MI | 0.6 |
|
Optima Asset Management Inc
✚
|
TX | 0.6 |
|
Heron Bay Capital Management LLC
✚
|
MI | 0.6 |