TrueAdvisor
TrueAdvisor
IK
IK
View SEC Summary
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

Framingham, MA

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Wellesley Asset Management, INC.
May 2025 - Present · 9 mos
Previous Registrations
Bny Mellon Securities CorporationBroker
April 2024 - May 2025 · 1 yr 1 mo
Edward Jones
November 2020 - April 2022 · 1 yr 5 mos
Edward JonesBroker
March 2020 - April 2022 · 2 yrs 1 mo
Wells Fargo Funds Distributor, LLCBroker
November 2015 - July 2019 · 3 yrs 8 mos
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.