Wellesley Asset Management, Inc.

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Client assets under management

$881,001,710

Clients

1,246

23% high-net worth

Advisors

of 30 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$707,064

Client services

Portfolio management

Main office location

Wellesley Asset Management, Inc.

100 Market Street, Suite 203

Portsmouth NH 03801, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 781-416-4000

Advisors at this firm

Thomas L

Series 63, Series 65, Series 66

Portsmouth, NH

Wellesley Asset Management, Inc.

Nicholas F

Series 65

Portsmouth, NH

Wellesley Asset Management, Inc.

David M

Series 63, Series 65

Sarasota, FL

Wellesley Asset Management, Inc.

Michael F

Series 63, Series 66

Portsmouth, NH

Wellesley Asset Management, Inc.

Stephen M

Series 65

Portsmouth, NH

Wellesley Asset Management, Inc.

Joseph B

Series 65

Wellesley, MA

Wellesley Asset Management, Inc.

Paul C

Series 63, Series 65

Pleasant Hill, IA

Wellesley Asset Management, Inc.

Christopher C

Series 63

Cumming, GA

Wellesley Asset Management, Inc.

Michael M

Series 65

Portsmouth, NH

Wellesley Asset Management, Inc.

Gabriel O

Series 63, Series 66

Portsmouth, NH

Wellesley Asset Management, Inc.

Gerald R

Series 63, Series 66

Portsmouth, NH

Wellesley Asset Management, Inc.

James B

CFA®, Series 63

Portsmouth, NH

Wellesley Asset Management, Inc.

Collin S

Series 66

Portsmouth, NH

Wellesley Asset Management, Inc.

James M

Series 63, Series 65

Longboat Key, FL

Wellesley Asset Management, Inc.

James W

Series 63, Series 65

Portsmouth, NH

Wellesley Asset Management, Inc.

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