Attleboro Wealth Management Llc
- Regulatory AUM
- $129M
- Discretionary
- $120M
- Clients
- 142
- Avg AUM / client
- $910K
- Accounts
- 628
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 67 | $21.9M | 16.9% |
| High net worth individuals | 73 | $107M | 83.1% |
| Corporations and other businesses | 2 | $9.2K | 0.01% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Joseph Byelich | Managing Member & Chief Compliance Officer | CFP | Jan 2022 (5y) | 75% or more |
| Emily Christine Wheeler | Registered representative | Feb 2022 (5y) | ||
| Jesse Daniel D'elia | Registered representative | CFP | Feb 2025 (2y) | |
| Lidia G Amodei | Registered representative | CFP CFA | May 2025 (1y) | |
| David John White | Registered representative | CFA | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 884 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $120M (93% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗