# Attleboro Wealth Management LLC

> Attleboro Wealth Management LLC is an SEC-registered investment advisory firm in Yardley, PA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 318056
- Filed as: ATTLEBORO WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Yardley, PA
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318056
- AdvisorCensus page: https://advisorcensus.com/firm/attleboro-wealth-management-llc-yardley-pa-318056

## Quick answers

**How is Attleboro Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Attleboro Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Attleboro Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Flat fee: up to $50,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Attleboro Wealth Management LLC located?**
Attleboro Wealth Management LLC's principal office is in Yardley, PA, according to its Form ADV.

**Is Attleboro Wealth Management LLC registered with the SEC or a state?**
Attleboro Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 318056.

**How much does Attleboro Wealth Management LLC manage?**
Attleboro Wealth Management LLC reports $129,279,398 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (93% discretionary).

**What types of clients does Attleboro Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (73); individuals (other than high net worth individuals) (67); corporations or other businesses not listed above (2).

**Which custodians does Attleboro Wealth Management LLC use?**
Attleboro Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Attleboro Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318056

**What changed in Attleboro Wealth Management LLC's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 4 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Flat fee: up to $50,000 (financial planning and consulting services)

> Our firm charges on a flat fee basis for financial planning and consulting services. The ultimate fee charged is based on the scope and complexity of our engagement with the client. Flat fees will not exceed $50,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $129,279,398
- Discretionary: $119,741,267
- Non-discretionary: $9,538,131

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $21,891,968 |
| High net worth individuals | 73 | $107,378,192 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $9,238 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- attleborowealth.com
- Facebook @AttleboroWealthManagement
- LinkedIn @mark-byelich-cfp®-aif®-099a0123
- X @AttleboroWealth
- YouTube @UCI1XKvoRPTzb6z5IxVZxFTQ

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 4 to 5.

### April 2026
- Regulatory assets under management went from $113,057,319 to $129,279,398 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Attleboro Wealth Management LLC (CRD 318056): Form ADV filing data as of October 2026.