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| AAF Wealth Management LLC
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|---|---|
| CRD # | 164646 |
| SEC # | 801-76885 |
| CIK # | 0001726609 |
| AUM | 727.6 M (2026-03-05) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 508-366-9100 |
| Address | 50 Washington Street Westborough, MA 01581 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001726609 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 9.3 | ||
| Apple Inc | 5.9 | ||
| Alphabet Inc | 4.0 | ||
| Alphabet Inc | 1.7 | ||
| Facebook Inc | 1.4 | ||
| Microsoft Corp | 1.4 | ||
| Nvidia Corp | 1.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 66.5 |
| (b) Individuals (high net worth individuals) | 140 | 491.4 |
| (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 | 8 | 106.4 |
| (h) Charitable organizations | 12 | 62.3 |
| (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 | 2 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 897 | 727.6 |
| By Discretionary | ||
| Discretionary | 873 | 580.4 |
| Non-Discretionary | 24 | 147.3 |
| Total | 897 | 727.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 726.6 | |
| Total | 897 | 727.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001726609] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Huber Capital Management LLC
✚
|
CA | 729.2 M |
|
Lesko Securities Inc
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|
Meadow Creek Wealth Advisors LLC
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Tradewinds Capital Management LLC
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WA | 727.3 M |
|
Quantum Financial Planning Services Inc
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WA | 727.2 M |
|
Silver Heights Capital Management Inc
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|
727.1 M | |
|
Virtus Family Office LLC
✚
|
TX | 726.9 M |
|
Smith & Howard Wealth Management LLC
✚
|
GA | 726.9 M |
|
Woodstock Wealth Management Inc
✚
|
GA | 726.6 M |
|
Renaissance Investment Group LLC
✚
|
MA | 726.1 M |