Ashwood Advisors, LLC
● SEC registered since 2026CRD 128811SEC# 801-136062Medfield, MA
Reg. AUM
$126.9M
Employees
3
Accounts
195
Location
Medfield, MA
Ashwood Advisors, LLC assets under management
Ashwood Advisors, LLC is a registered investment adviser overseen by the SEC based in Medfield, MA. The firm has been registered since 2026. It reports $126.9 million in regulatory assets under management and employs 3 people.
Ashwood Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Andrea Geremia Control | Managing Member, Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Ashwood Advisors, LLC manage?
Ashwood Advisors, LLC reports $126.9 million in regulatory assets under management on its Form ADV.
How many employees does Ashwood Advisors, LLC have?
Ashwood Advisors, LLC reports 3 employees.
Where is Ashwood Advisors, LLC located?
Ashwood Advisors, LLC is based in Medfield, MA and has been SEC-registered since 2026.
Does Ashwood Advisors, LLC disclose fund performance?
Ashwood Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 North Meadows Road, Medfield, MA 02052 |
| Phone | (508) 359-9442 |
| Fax | (508) 359-2494 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126.9MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$126.9Mregulatory AUM
Discretionary $71.7MNon-discretionary $55.2M