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Wellesley Financial Architects Inc (Wellesley)


Wellesley Financial Architects Inc is a large advisory firm based in Wellesley. It manages $63.7 million of regulatory assets for 139 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

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Wellesley Financial Architects provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wellesley Financial Architects: assets under management

The assets under management (AUM) of Wellesley Financial Architects Inc is $63.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $63.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $458.27 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wellesley Financial Architects Inc for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wellesley

The principal office where Wellesley Financial Architects Inc performs its advisory services is located at 60 Walnut St, Wellesley, MA 02481, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-263-0030 or by fax 781-235-5975. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.wellesleyfinancial.com.


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