ATTLEBORO WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- YARDLEY, Pennsylvania
- CRD number
- 318056
- Registered since
- August 21, 2025
- Website
- attleborowealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.06%
- Individuals16.93%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Attleboro Wealth Management LLC is an independent, SEC-registered RIA organized as an LLC and registered in 2025. The firm serves both individual and family clients as well as institutional and business clients. Its advisory suite covers financial planning and discretionary portfolio management across individuals, small businesses, and institutions, and the firm lists pension consulting among its offered services. Fee arrangements include percentage-of-assets and fixed-fee engagements. Attleboro does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities9%
- Other4%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
2 of 2LIDIA AMODEI
Chief Investment OfficerCRD 2285474
Sasha Afanassiev
Chief Financial OfficerCRD 8065933
Contacts
3 of 4JESSE D'ELIA
Financial PlannerCRD 6279918
David White
Financial PlannerCRD 7613239
MARK BYELICH
PrincipalCRD 4388024
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
YARDLEY, PA
BUCKS
Location
YARDLEY, PA
Headquartered in YARDLEY, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BUCKS
- Address
- 1051 Lindenhurst Rd
- Time zone
- ET (UTC-5)
- Office locations
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