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| Keyboard |
| Attleboro Wealth Management LLC
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|---|---|
| CRD # | 318056 |
| SEC # | 801-134205 |
| CIK # | |
| AUM | 129.3 M (2026-05-05) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 215-310-9440 |
| Address | 1051 Lindenhurst Road Yardley, PA 19067 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 21.9 |
| (b) Individuals (high net worth individuals) | 73 | 107.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 628 | 129.3 |
| By Discretionary | ||
| Discretionary | 571 | 119.7 |
| Non-Discretionary | 57 | 9.5 |
| Total | 628 | 129.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.3 | |
| Total | 628 | 129.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Maclendon Wealth Management LLC
✚
|
FL | 129.6 M |
|
Arnold Castellano and Associates LLC
✚
|
LA | 129.5 M |
|
Burnham & Company LLC
✚
|
MI | 129.5 M |
|
Equilibrium Wealth LLC
✚
|
129.5 M | |
|
Sklar Capital Advisors LLC
✚
|
NM | 129.4 M |
|
Genereux Investment Management Inc
✚
|
129.3 M | |
|
Marcus Capital LLC
✚
|
IL | 129.2 M |
|
Altura Private Wealth LLC
✚
|
UT | 129.1 M |
|
Ralicki & Company PA
✚
|
FL | 129.0 M |
|
Mariva Global Asset Management LLC
✚
|
FL | 129.0 M |