Attleboro Wealth Management LLC
● SEC registered since 2025CRD 318056SEC# 801-134205Yardley, PA
Reg. AUM
$129.3M
Employees
6
Accounts
628
Location
Yardley, PA
Attleboro Wealth Management LLC assets under management
Attleboro Wealth Management LLC is an SEC-registered investment adviser based in Yardley, PA. The firm has been registered since 2025. It reports $129.3 million in regulatory assets under management and employs 6 people.
Attleboro Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Joseph Byelich Control | Managing Member | Over 75% | 2022 |
| Sasha Nmn Afanassiev | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Attleboro Wealth Management LLC manage?
Attleboro Wealth Management LLC reports $129.3 million in regulatory assets under management on its Form ADV.
How many employees does Attleboro Wealth Management LLC have?
Attleboro Wealth Management LLC reports 6 employees.
Where is Attleboro Wealth Management LLC located?
Attleboro Wealth Management LLC is based in Yardley, PA and has been SEC-registered since 2025.
Does Attleboro Wealth Management LLC disclose fund performance?
Attleboro 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 | 1051 Lindenhurst Road, Yardley, PA 19067 |
| Phone | 215-310-9440 |
| Office hours | 9 a.m.-5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$129.3M▲ 14%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$129.3Mregulatory AUM
Discretionary $119.7MNon-discretionary $9.5M