Sasha Afanassiev is not listed as a control person, but directly owns under 5% of Attleboro Wealth Management. Sasha Afanassiev holds a Bachelor's degree from Temple University School of Business and Management.
Attleboro Wealth Management is an investment adviser based in Yardley, PA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $129 million, as filed on 5 May 2026. Its fees, ownership and offices are on the firm’s profile.
Sasha Afanassiev is Chief Financial Officer and Tax Planner of Attleboro Wealth Management. Before joining the firm, Sasha worked in public accounting from 1989 through 2001, and in 2001 established a managerial accounting and tax consulting firm as principal and founder. Sasha served as Chief Financial Officer, VP of Finance and Treasurer at QuantRx Biomedical Corp. from 2005 through 2010, and at adherent360 from 2013 through 2024.
Professional designations
Listed by Attleboro Wealth Management
- Certified Public Accountant (CPA)
- CRD
- 8065933
- Firm
- Attleboro Wealth Management · CRD 318056
- Role
- Chief Compliance Officer
- In role since
- March 2025 · 1 year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Yardley, PA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- attleborowealth.com
Where does Sasha Afanassiev work?
Sasha Afanassiev has been Chief Compliance Officer of Attleboro Wealth Management LLC since March 2025.
How can I verify Sasha Afanassiev’s record?
Sasha Afanassiev’s role is listed on Attleboro Wealth Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 318056.
