WELLESLEY INVESTMENT PARTNERS, LLC

WELLESLEY, Massachusetts·12 registered advisors·CRD# 144984
SEC# 801-683610781-431-1325
01

Firm Overview

AUM
$420M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WELLESLEY INVESTMENT PARTNERS, LLC

12 registered advisors
Charles Savage Willauer
WELLESLEY, Massachusetts
Jeffrey A Oberg
WELLESLEY, Massachusetts
Jeffrey Charles Smith
WELLESLEY, Massachusetts
Jeremy Scott Glenn
WELLESLEY, Massachusetts
John H Biebel
WELLESLEY, Massachusetts
Mary Beth Mahoney
WELLESLEY, Massachusetts
Matthew Wood Johnson
WELLESLEY, Massachusetts
Michael Y Fung
WELLESLEY, Massachusetts
Susan Black
WELLESLEY, Massachusetts
Thomas Joseph Fontaine
WELLESLEY, Massachusetts
Trevor Scott Gailun
WELLESLEY, Massachusetts
William Joseph Cadigan
WELLESLEY, Massachusetts
05

Office Locations

WELLESLEY, Massachusetts
12 advisors

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Data sourced from SEC Form ADV filings. WELLESLEY INVESTMENT PARTNERS, LLC (CRD# 144984) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.