Michael David Miller

Wellesley Asset Management, INC.

17 Years of Experience

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Areas of Practice

Investment ManagementHigh Net Worth

Wellesley Asset Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

16 advisors

Number of Clients

1,478 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

100 Market Street, Suite 203, Portsmouth, NH, 03801

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wellesley Asset Management, INC.

February 2025 - Present · 1 yr

Previous Registrations

Wellesley Asset Management, INC.

July 2010 - January 2025 · 14 yrs 6 mos

Convergent Wealth Advisors, LLC

May 2007 - May 2008 · 1 yr

Lydian Wealth Management Company, LLC

June 2006 - May 2007 · 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.