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WELLESLEY ASSET MANAGEMENT, INC.

PORTSMOUTH, NH · CRD 116176 · IAPD ↗ · wellesleyassetmanagement.com · 781-416-4000

$1.99BRegulatory AUM
19Advisory reps
30Employees
0Clients
0Planning clients
1Private funds
51States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — WELLESLEY ASSET MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
74
April 2026 — WELLESLEY ASSET MANAGEMENT, INC. grew from 15 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
February 2026 — WELLESLEY ASSET MANAGEMENT, INC. changed its website from wellesleyinvestment.com to wellesleyassetmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.