Attleboro Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 51–100 clients last fiscal year.
Attleboro Wealth Management reports 142 clients. They include 73 high-net-worth individuals, 67 individual clients, and 2 corporations and other businesses. Of its assets, 92.6% ($120M across 571 accounts) are managed with discretion; $9.54M across 57 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 17% |
| High-net-worth individuals | 51% | 83% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 67 | $21.9M | 16.9% | $327K |
| High-net-worth individuals | 73 | $107M | 83.1% | $1.47M |
| Corporations and other businesses | Fewer than 5 | $9.24K | 0.0% | $4.62K |
| Total | 142 | $129M | 100% | — |
- Clients
- 67
- Regulatory AUM
- $21.9M
- AUM share
- 16.9%
- Avg. per client
- $327K
- Clients
- 73
- Regulatory AUM
- $107M
- AUM share
- 83.1%
- Avg. per client
- $1.47M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.24K
- AUM share
- 0.0%
- Avg. per client
- $4.62K
Total
- Clients
- 142
- Regulatory AUM
- $129M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Attleboro Wealth Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 5 other services, listed under fee details.
Fee details and sources
Other fees
- Asset Management
- Maximum annual fee of 1.25% of assets, negotiable, billed quarterly in advance on the prior quarter's average balance.
- Comprehensive Portfolio Management
- Maximum annual fee of 2.00% of assets, negotiable, billed quarterly in advance on the prior quarter's average balance.
- Financial Planning and Consulting
- Flat fee based on scope and complexity, not to exceed $50,000; a retainer above $500 is not required when services cannot start within 6 months.
- Portfolio Monitoring
- Maximum annual fee of 1.00% of assets, negotiable, billed quarterly in advance on the prior quarter's average balance.
- Tax Services
- Fee based on the time and complexity of the return; most returns are $500 to $1,200, with an estimated median of $600.
Mark Byelich owns 75% or more of Attleboro Wealth Management. The leadership team of Attleboro Wealth Management includes Chief Compliance Officer Sasha Afanassiev. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 insurance agents
- Owns 75% or more of Attleboro Wealth Management LLC
Mark Byelich
Control person · since January 2022
Attleboro Wealth Management’s regulatory assets grew 2.6× from $50.3M (June 2022) to $129M (May 2026); clients rose from 59 to 142 and employees fell from 7 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $129M | 142 | 6 | 1 |
| Jun 2022June 2022 | $50.3M | 59 | 7 | 1 |
Besides its headquarters, Attleboro Wealth Management has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 1051 Lindenhurst Road, YardleyHQ
Contact and registration details
- Legal name
- Attleboro Wealth Management LLC
- Headquarters
- 1051 Lindenhurst Road, Yardley, PA 19067
- Website
- attleborowealth.com
- Phone
- 215-310-9440
- SEC file
- 801-134205
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Attleboro Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($120M). Attleboro Wealth Management has custody of $15.8M for 35 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $120M100%
At year end, Attleboro Wealth Management’s separately managed accounts were mostly in funds (84%).
What the accounts hold
- Stocks9%
- Funds84%
- Bonds1%
- Cash2%
- Other4%
- Variable annuities via 3rd party advisory agreement4%
How many clients does Attleboro Wealth Management have?
Attleboro Wealth Management has 142 clients and manages $129 million for them, as of May 2026. They include 73 high-net-worth individuals, 67 individual clients, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026
What services does Attleboro Wealth Management offer?
Attleboro Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Attleboro Wealth Management use?
Attleboro Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $120M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026
How many financial advisors does Attleboro Wealth Management have?
Attleboro Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Attleboro Wealth Management invest in?
At the end of its last fiscal year, Attleboro Wealth Management’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 4% other, 2% cash and equivalents and 1% state and local bonds. The 4% other category is described as: Variable Annuities Via 3rd Party Advisory Agreement.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Attleboro Wealth Management?
Attleboro Wealth Management’s direct owner is Mark Byelich (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 May 2026
How does Attleboro Wealth Management get paid?
Attleboro Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Attleboro Wealth Management?
Attleboro Wealth Management’s main office is at 1051 Lindenhurst Road, Yardley, PA 19067. Its phone number is 215-310-9440. Its website is attleborowealth.com.
