BROMFIELD SNEIDER WEALTH ADVISORS, INC.
CRD #125623 SEC #801-67397 WESTWOOD, MA (617) 252-3400
SEC Registered
Total AUM
$436.7M
Discretionary
$436.7M
Employees
4
Clients
0
Accounts
319
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $436.7M | $436.7M | $0 | 4 | 0 |
| Feb 2023 | $380.2M | $380.2M | $0 | 4 | 0 |
| Jan 2022 | $432.6M | $432.6M | $0 | 4 | 0 |
| Jul 2021 | $380.9M | $380.9M | $0 | 4 | 0 |
| Jan 2021 | $380.9M | $380.9M | $0 | 4 | 0 |
| Jun 2020 | $341.6M | $341.6M | $0 | 4 | 0 |
| Jan 2020 | $341.6M | $341.6M | $0 | 4 | 0 |
| Feb 2019 | $293.4M | $293.4M | $0 | 3 | 0 |
| Jun 2018 | $312.8M | $312.8M | $0 | 3 | 0 |
| Feb 2018 | $312.8M | $312.8M | $0 | 3 | 0 |
| Oct 2017 | $278.1M | $278.1M | $0 | 4 | 122 |
| Feb 2017 | $278.1M | $278.1M | $0 | 4 | 100 |
| Feb 2016 | $257.9M | $257.9M | $0 | 4 | 123 |
| Feb 2016 | $257.9M | $257.9M | $0 | 4 | 123 |
| Sep 2015 | $275.2M | $275.2M | $0 | 4 | 124 |
| Feb 2015 | $275.2M | $275.2M | $0 | 4 | 124 |
| Apr 2014 | $266.5M | $266.5M | $0 | 4 | 120 |
| Apr 2014 | $266.5M | $266.5M | $0 | 4 | 120 |
| Apr 2014 | $261.5M | $261.5M | $0 | 4 | 120 |
| Mar 2014 | $261.5M | $261.5M | $0 | 4 | 120 |
| Nov 2013 | $195.5M | $195.5M | $0 | 3 | 120 |
| Feb 2013 | $195.5M | $195.5M | $0 | 3 | 120 |
| Feb 2012 | $166.8M | $166.8M | $0 | 1 | 110 |
| Mar 2011 | $169M | $169M | $0 | 5 | -- |
| Feb 2011 | $142.9M | $142.9M | $0 | 5 | -- |
| Jul 2010 | $142.9M | $142.9M | $0 | 5 | -- |
| Mar 2010 | $142.9M | $142.9M | $0 | 5 | -- |
| Feb 2009 | $114.7M | $114.7M | $0 | 5 | -- |
| Jan 2008 | $127.6M | $127.6M | $0 | 5 | -- |
| Oct 2007 | $127.6M | $127.6M | $0 | 5 | -- |
| Feb 2007 | $127.6M | $127.6M | $0 | 5 | -- |
| Dec 2006 | $123.7M | $123.7M | $0 | 5 | -- |
| Dec 2006 | $123.7M | $123.7M | $0 | 5 | -- |
DateJan 2024
Total AUM$436.7M
Discretionary$436.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$380.2M
Discretionary$380.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$432.6M
Discretionary$432.6M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$380.9M
Discretionary$380.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$380.9M
Discretionary$380.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$341.6M
Discretionary$341.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$341.6M
Discretionary$341.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$293.4M
Discretionary$293.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees3
Clients0
DateOct 2017
Total AUM$278.1M
Discretionary$278.1M
Non-Disc.$0
Employees4
Clients122
DateFeb 2017
Total AUM$278.1M
Discretionary$278.1M
Non-Disc.$0
Employees4
Clients100
DateFeb 2016
Total AUM$257.9M
Discretionary$257.9M
Non-Disc.$0
Employees4
Clients123
DateFeb 2016
Total AUM$257.9M
Discretionary$257.9M
Non-Disc.$0
Employees4
Clients123
DateSep 2015
Total AUM$275.2M
Discretionary$275.2M
Non-Disc.$0
Employees4
Clients124
DateFeb 2015
Total AUM$275.2M
Discretionary$275.2M
Non-Disc.$0
Employees4
Clients124
DateApr 2014
Total AUM$266.5M
Discretionary$266.5M
Non-Disc.$0
Employees4
Clients120
DateApr 2014
Total AUM$266.5M
Discretionary$266.5M
Non-Disc.$0
Employees4
Clients120
DateApr 2014
Total AUM$261.5M
Discretionary$261.5M
Non-Disc.$0
Employees4
Clients120
DateMar 2014
Total AUM$261.5M
Discretionary$261.5M
Non-Disc.$0
Employees4
Clients120
DateNov 2013
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees3
Clients120
DateFeb 2013
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees3
Clients120
DateFeb 2012
Total AUM$166.8M
Discretionary$166.8M
Non-Disc.$0
Employees1
Clients110
DateMar 2011
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees5
Clients--