AAF WEALTH MANAGEMENT, LLC
CRD #164646 SEC #801-76885 WESTBOROUGH, MA 508-366-9100
SEC Registered
Total AUM
$607.3M
Discretionary
$461.7M
Employees
9
Clients
0
Accounts
806
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $607.3M | $461.7M | $145.7M | 9 | 0 |
| Mar 2024 | $507.1M | $390.9M | $116.2M | 9 | 4 |
| May 2023 | $385.3M | $342M | $43.4M | 9 | 0 |
| May 2023 | $385.3M | $342M | $43.4M | 9 | 0 |
| May 2023 | $385.3M | $342M | $43.4M | 9 | 0 |
| Feb 2023 | $385.3M | $342M | $43.4M | 9 | 0 |
| Nov 2022 | $413.4M | $318.1M | $95.3M | 8 | 0 |
| Mar 2022 | $413.4M | $318.1M | $95.3M | 8 | 0 |
| Mar 2022 | $413.4M | $318.1M | $95.3M | 8 | 0 |
| Nov 2021 | $369M | $266.8M | $102.2M | 7 | 0 |
| Jun 2021 | $369M | $266.8M | $102.2M | 7 | 0 |
| Jun 2021 | $369M | $266.8M | $102.2M | 7 | 0 |
| Mar 2021 | $369M | $266.8M | $102.2M | 7 | 0 |
| Mar 2021 | $369M | $266.8M | $102.2M | 7 | 0 |
| Oct 2020 | $300.8M | $192.2M | $108.6M | 7 | 0 |
| Aug 2020 | $300.8M | $192.2M | $108.6M | 7 | 0 |
| May 2020 | $300.8M | $192.2M | $108.6M | 7 | 0 |
| Feb 2020 | $300.8M | $192.2M | $108.6M | 7 | 0 |
| Jan 2020 | $225.3M | $144.9M | $80.4M | 8 | 0 |
| May 2019 | $225.3M | $144.9M | $80.4M | 8 | 0 |
| Mar 2019 | $225.3M | $144.9M | $80.4M | 8 | 0 |
| Nov 2018 | $204.8M | $114.8M | $90M | 8 | 4 |
| May 2018 | $204.8M | $114.8M | $90M | 8 | 4 |
| Mar 2018 | $204.8M | $114.8M | $90M | 8 | 4 |
| Mar 2018 | $204.8M | $114.8M | $90M | 8 | 4 |
| Nov 2017 | $193.2M | $77.2M | $116M | 8 | 7 |
| Sep 2017 | $193.2M | $77.2M | $116M | 8 | 165 |
| Sep 2017 | $194.4M | $0 | $194.4M | 8 | 165 |
| Aug 2017 | $194.4M | $0 | $194.4M | 8 | 165 |
| Apr 2017 | $194.4M | $0 | $194.4M | 8 | 165 |
| Mar 2017 | $194.4M | $0 | $194.4M | 8 | 165 |
| Dec 2016 | $163.3M | $0 | $163.3M | 5 | 135 |
| Mar 2016 | $163.3M | $0 | $163.3M | 5 | 135 |
| Nov 2015 | $163M | $0 | $163M | 5 | 200 |
| Mar 2015 | $163M | $0 | $163M | 5 | 200 |
| Jul 2014 | $130M | $0 | $130M | 5 | 110 |
| Mar 2014 | $136M | $0 | $136M | 5 | 110 |
| Dec 2013 | $110M | $0 | $110M | 5 | 26 |
| Jul 2013 | $110M | $0 | $110M | 5 | 26 |
| Mar 2013 | $110M | $0 | $110M | 5 | 26 |
| Oct 2012 | $104.4M | $0 | $104.4M | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$607.3M
Discretionary$461.7M
Non-Disc.$145.7M
Employees9
Clients0
DateMar 2024
Total AUM$507.1M
Discretionary$390.9M
Non-Disc.$116.2M
Employees9
Clients4
DateMay 2023
Total AUM$385.3M
Discretionary$342M
Non-Disc.$43.4M
Employees9
Clients0
DateMay 2023
Total AUM$385.3M
Discretionary$342M
Non-Disc.$43.4M
Employees9
Clients0
DateMay 2023
Total AUM$385.3M
Discretionary$342M
Non-Disc.$43.4M
Employees9
Clients0
DateFeb 2023
Total AUM$385.3M
Discretionary$342M
Non-Disc.$43.4M
Employees9
Clients0
DateNov 2022
Total AUM$413.4M
Discretionary$318.1M
Non-Disc.$95.3M
Employees8
Clients0
DateMar 2022
Total AUM$413.4M
Discretionary$318.1M
Non-Disc.$95.3M
Employees8
Clients0
DateMar 2022
Total AUM$413.4M
Discretionary$318.1M
Non-Disc.$95.3M
Employees8
Clients0
DateNov 2021
Total AUM$369M
Discretionary$266.8M
Non-Disc.$102.2M
Employees7
Clients0
DateJun 2021
Total AUM$369M
Discretionary$266.8M
Non-Disc.$102.2M
Employees7
Clients0
DateJun 2021
Total AUM$369M
Discretionary$266.8M
Non-Disc.$102.2M
Employees7
Clients0
DateMar 2021
Total AUM$369M
Discretionary$266.8M
Non-Disc.$102.2M
Employees7
Clients0
DateMar 2021
Total AUM$369M
Discretionary$266.8M
Non-Disc.$102.2M
Employees7
Clients0
DateOct 2020
Total AUM$300.8M
Discretionary$192.2M
Non-Disc.$108.6M
Employees7
Clients0
DateAug 2020
Total AUM$300.8M
Discretionary$192.2M
Non-Disc.$108.6M
Employees7
Clients0
DateMay 2020
Total AUM$300.8M
Discretionary$192.2M
Non-Disc.$108.6M
Employees7
Clients0
DateFeb 2020
Total AUM$300.8M
Discretionary$192.2M
Non-Disc.$108.6M
Employees7
Clients0
DateJan 2020
Total AUM$225.3M
Discretionary$144.9M
Non-Disc.$80.4M
Employees8
Clients0
DateMay 2019
Total AUM$225.3M
Discretionary$144.9M
Non-Disc.$80.4M
Employees8
Clients0
DateMar 2019
Total AUM$225.3M
Discretionary$144.9M
Non-Disc.$80.4M
Employees8
Clients0
DateNov 2018
Total AUM$204.8M
Discretionary$114.8M
Non-Disc.$90M
Employees8
Clients4
DateMay 2018
Total AUM$204.8M
Discretionary$114.8M
Non-Disc.$90M
Employees8
Clients4
DateMar 2018
Total AUM$204.8M
Discretionary$114.8M
Non-Disc.$90M
Employees8
Clients4
DateMar 2018
Total AUM$204.8M
Discretionary$114.8M
Non-Disc.$90M
Employees8
Clients4
DateNov 2017
Total AUM$193.2M
Discretionary$77.2M
Non-Disc.$116M
Employees8
Clients7
DateSep 2017
Total AUM$193.2M
Discretionary$77.2M
Non-Disc.$116M
Employees8
Clients165
DateSep 2017
Total AUM$194.4M
Discretionary$0
Non-Disc.$194.4M
Employees8
Clients165
DateAug 2017
Total AUM$194.4M
Discretionary$0
Non-Disc.$194.4M
Employees8
Clients165
DateApr 2017
Total AUM$194.4M
Discretionary$0
Non-Disc.$194.4M
Employees8
Clients165
DateMar 2017
Total AUM$194.4M
Discretionary$0
Non-Disc.$194.4M
Employees8
Clients165
DateDec 2016
Total AUM$163.3M
Discretionary$0
Non-Disc.$163.3M
Employees5
Clients135
DateMar 2016
Total AUM$163.3M
Discretionary$0
Non-Disc.$163.3M
Employees5
Clients135
DateNov 2015
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees5
Clients200
DateMar 2015
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees5
Clients200
DateJul 2014
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees5
Clients110
DateMar 2014
Total AUM$136M
Discretionary$0
Non-Disc.$136M
Employees5
Clients110
DateDec 2013
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees5
Clients26
DateJul 2013
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees5
Clients26
DateMar 2013
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees5
Clients26
DateOct 2012
Total AUM$104.4M
Discretionary$0
Non-Disc.$104.4M
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0