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ATTLEBORO WEALTH MANAGEMENT LLC

YARDLEY, PA · CRD 318056 · IAPD ↗ · 215-310-9440

$129.3MRegulatory AUM
5Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — ATTLEBORO WEALTH MANAGEMENT LLC (YARDLEY, PA) is newly SEC-registered with $113.1M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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