Aaf Wealth Management, LLC
● SEC registered since 2012CRD 164646SEC# 801-76885Westborough, MA
Reg. AUM
$727.6M
Employees
10
Accounts
897
Location
Westborough, MA
Aaf Wealth Management, LLC assets under management
Aaf Wealth Management, LLC operates as an SEC-registered investment adviser based in Westborough, MA. The firm has been registered since 2012. It reports $727.6 million in regulatory assets under management and employs 10 people.
Aaf Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aafcpas, Inc. Control | Managing Memeber | Over 75% | 2001 |
| Andrew Edmund Hammond Control | Chief Compliance Officer | Under 5% | 2018 |
Frequently asked questions
How much does Aaf Wealth Management, LLC manage?
Aaf Wealth Management, LLC reports $727.6 million in regulatory assets under management on its Form ADV.
How many employees does Aaf Wealth Management, LLC have?
Aaf Wealth Management, LLC reports 10 employees.
Where is Aaf Wealth Management, LLC located?
Aaf Wealth Management, LLC is based in Westborough, MA and has been SEC-registered since 2012.
Does Aaf Wealth Management, LLC disclose fund performance?
Aaf Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Washington Street, Westborough, MA 01581 |
| Phone | 508-366-9100 |
| Fax | 508-366-9789 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$727.6M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$727.6Mregulatory AUM
Discretionary $580.4MNon-discretionary $147.3M