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BROMFIELD SNEIDER WEALTH ADVISORS, INC.

WESTWOOD, MA · CRD 125623 · IAPD ↗ · bromfieldsneider.com · (617) 252-3400

$436.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2024 — BROMFIELD SNEIDER WEALTH ADVISORS, INC. (WESTWOOD, MA) left the SEC roster (was $436.7M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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