Advisor at Attleboro Wealth Management LLC
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Firm
Attleboro Wealth Management LLC
Location
Yardley, PA 19067
Credentials
CFP®, Series 63
Industry experience
12 years
Jesse D'Elia is a CFP® with 12 years of industry experience, currently serving as an advisor at Attleboro Wealth Management LLC since 2025. He previously worked at The Vanguard Group, Inc. for 11 years. Outside of his advisory role, he is involved in residential home improvement and renovation for resale through his ownership of B. E. 2A Properties LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by offering asset management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer, utilizing various asset-allocation strategies and managing portfolios across a broad range of securities.
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
Attleboro Wealth Management LLC
2025 - Present (1 year)
Attleboro Wealth Management LLC
2025 - Present (1 year)
The VANGUARD GROUP, INC.
2014 - 2025 (11 years)
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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.
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