ATTLEBORO WEALTH MANAGEMENT LLC
CRD #318056 SEC #801-134205 YARDLEY, PA 215-310-9440
SEC Registered
Total AUM
$113.1M
Discretionary
$103.5M
Employees
5
Clients
51
Accounts
544
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $113.1M | $103.5M | $9.5M | 5 | 0 |
| Sep 2025 | $113.1M | $103.5M | $9.5M | 5 | 0 |
| Jul 2025 | $113.1M | $103.5M | $9.5M | 5 | 0 |
| Jul 2025 | $113.1M | $103.5M | $9.5M | 5 | 0 |
| Jun 2022 | $50.3M | $50.3M | $0 | 7 | 0 |
| May 2022 | $50.3M | $50.3M | $0 | 7 | 0 |
| May 2022 | $54.5M | $54.5M | $0 | 7 | 0 |
| Apr 2022 | $54.5M | $54.5M | $0 | 7 | 0 |
| Feb 2022 | $0 | $0 | $0 | 7 | 0 |
| Feb 2022 | $0 | $0 | $0 | 7 | 0 |
| Jan 2022 | $0 | $0 | $0 | 7 | 0 |
| Dec 2021 | $0 | $0 | $0 | 7 | 0 |
DateSep 2025
Total AUM$113.1M
Discretionary$103.5M
Non-Disc.$9.5M
Employees5
Clients0
DateSep 2025
Total AUM$113.1M
Discretionary$103.5M
Non-Disc.$9.5M
Employees5
Clients0
DateJul 2025
Total AUM$113.1M
Discretionary$103.5M
Non-Disc.$9.5M
Employees5
Clients0
DateJul 2025
Total AUM$113.1M
Discretionary$103.5M
Non-Disc.$9.5M
Employees5
Clients0
DateJun 2022
Total AUM$50.3M
Discretionary$50.3M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$50.3M
Discretionary$50.3M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0