# Tableaux Wealth

> Tableaux Wealth is an SEC-registered investment advisory firm in Great Barrington, MA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 17, 2026.

- CRD: 319355
- Filed as: TABLEAUX WEALTH
- Legal name: Tableaux LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Great Barrington, MA
- Filing period: October 2026
- Form ADV filing dated: July 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319355
- AdvisorCensus page: https://advisorcensus.com/firm/tableaux-wealth-great-barrington-ma-319355

## Quick answers

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

**How much does Tableaux Wealth charge?**
Its Form ADV Part 2A brochure dated July 17, 2026 states: Hourly rate: $300 an hour (Financial Planning Services); Flat fee: $1,000 to $10,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Tableaux Wealth located?**
Tableaux Wealth's principal office is in Great Barrington, MA, according to its Form ADV.

**Is Tableaux Wealth registered with the SEC or a state?**
Tableaux Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 319355.

**How much does Tableaux Wealth manage?**
Tableaux Wealth reports $229,743,914 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (89% discretionary).

**How have Tableaux Wealth's assets and staff changed since 2025?**
In the Form ADV data for Tableaux Wealth: Regulatory assets under management: $154,325,991 in the October 2025 data and $229,743,914 in the October 2026 data, up 49%. Total employees: 7 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tableaux Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (148); high net worth individuals (61).

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

**Does Tableaux Wealth 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/319355

**What changed in Tableaux Wealth's recent Form ADV filings?**
In the August 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
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 17, 2026)

- Hourly rate: $300 an hour (Financial Planning Services)

> Hourly fees are $300 per hour. Fixed fees range from $1,000 to $10,000 Fees may be negotiable based on the nature and complexity of the services to be provided

- Flat fee: $1,000 to $10,000 (Financial Planning Services)

> Tableaux Wealth offers financial planning services in conjunction with Wealth Management Services as well as either on an hourly basis or a fixed engagement fee to clients not engaged for comprehensive Wealth Management Services. Hourly fees are $300 per hour. Fixed fees range from $1,000 to $10,000

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.
- Fidelity Brokerage Services LLC

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: $229,743,914
- Discretionary: $204,488,384
- Non-discretionary: $25,255,530

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 148 | $66,454,728 |
| High net worth individuals | 61 | $163,197,346 |
| Charitable organizations | Fewer than 5 | $91,840 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, NH, NY, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tableauxwealth.com
- LinkedIn @tableauxwealth
- LinkedIn @catherine-chester-7a4a4417
- LinkedIn @joepolidoro
- LinkedIn @luke-delorme-cfp®-chfc-8908ba26
- LinkedIn @mattchester
- LinkedIn @shelleywojtkowski

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $154,325,991 | 7 | June 6, 2025 |
| October 2026 | $229,743,914 | 7 | July 17, 2026 |

Regulatory assets under management: $154,325,991 in the October 2025 data and $229,743,914 in the October 2026 data, up 49%.
Total employees: 7 in October 2025 and 7 in October 2026.

## Changes in the filing (last 12 months)

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

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $154,325,991 to $229,743,914 (+49%).
- No longer lists an office in Great Barrington, MA.
- No longer lists an office in Sarasota, FL.

### January 2026
- Changed its office addresses in Great Barrington, MA.
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tableaux Wealth (CRD 319355): Form ADV filing data as of October 2026.