Advisor at Attleboro Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Attleboro Wealth Management LLC
Location
Yardley, PA 19067
Credentials
Series 66
Industry experience
10 years
Emily Wheeler is a financial advisor at Attleboro Wealth Management LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Kestra Financial, Inc., Wealth & Advisory Associates, LLC, Bank of America, N.A., and Merrill. Outside of her advisory role, Ms. Wheeler is a licensed insurance agent. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by providing asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a range of investment strategies overseen by a Chief Investment Officer, using fundamental, quantitative, and qualitative analysis to tailor portfolios across various asset classes.
Based on Attleboro Wealth Management LLC
Based on Attleboro Wealth Management LLC
Financial planning and consulting fees up to $50,000; minimum financial plan fee generally $5,000; retainer not exceeding $500 when services cannot be rendered within 6 months.
Representatives may receive commissions for sale of investment and insurance products.
Account minimum: $1,000,000
1051 Lindenhurst Road
Yardley, PA 19067
New Jersey · Pennsylvania · Texas
MJ Byelich & Associates, LLC DBA Attleboro Wealth Management
2022 - Present (4 years)
Kestra Financial, Inc.
2018 - 2022 (4 years)
Wealth & Advisory Associates, LLC
2018 - 2020 (2 years)
Witt Pilates
2018 - 2018 (1 year)
UNEMPLOYED
2017 - 2018 (1 year)
Bank Of America, N.a.
2015 - 2017 (2 years)
Merrill
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Princeton, NJ
Endowbridge Capital, LLC
CFP®, CFA®
Hopewell, NJ
Roche Financial Partners LLC
Series 66
Bensalem, PA
Conroy Capital LLC
Series 66
Newtown, PA
Premier Prosperity Advisors LLC
Series 63, Series 65
Robbinsville, NJ
Pandolfo Capital, LLC
Series 63, Series 65
Newtown, PA
Paladin Retirement Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")