Attleboro Wealth Management LLC

Attleboro Wealth Management LLC (CRD# 318056) is a financial advisory firm headquartered in Yardley, PA. They manage $87,990,560 in 473 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1051 Lindenhurst Road, Yardley, PA 19067
https://attleborowealth.com
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $186,027
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA, TX

Financial Advisors at Attleboro Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark Byelich, financial advisor Yardley PA
Mark J. Byelich
CRD#: 4388024
1051 Lindenhurst Road, Yardley, PA 19067

Mark Byelich (CRD# 4388024) is an Investment Advisor Representative working at Attleboro Wealth Management LLC in Yardley, PA and has over 22 years of experience in the finance industry.

2
Emily Wheeler, financial advisor Yardley PA
Emily C. Wheeler
CRD#: 6076282
1051 Lindenhurst Road, Yardley, PA 19067

Emily Wheeler (CRD# 6076282) is an Investment Advisor Representative working at Attleboro Wealth Management LLC in Yardley, PA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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