WELLESLEY HILLS CAPITAL
Firm details
- Headquarters
- NEWTON, Massachusetts
- CRD number
- 307068
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Wellesley Hills Capital is a small corporate-structured advisory firm operating under individual ownership and focused on financial planning services. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and maintains a broker‑dealer affiliation to support execution and custody relationships. It is not positioned as an ESG-focused allocator, is not registered as a multi‑state adviser, and does not present as a pension consultant or related adviser. Given its stated activities and size, the firm appears to rely on external managers and pooled vehicles rather than running an extensive in‑house investment platform.
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
Contacts
1 of 1Adam Hark
Managing MemberCRD 7225011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWTON, MA
MIDDLESEX
Location
NEWTON, MA
Headquartered in NEWTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 1087 Beacon St
- Time zone
- ET (UTC-5)
- Office locations
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