firm profile
Wellesley Asset Management, Inc.
Overview
Wellesley Asset Management, Inc. is an SEC registered investment adviser based in Portsmouth, NH, registered since 2002. It reports $2B in assets under management across 1,956 accounts, with 30 employees. It has 17 investment adviser representatives.
- Reported AUM
- $2B
- Discretionary
- 100%
- Accounts
- 1,956
- Average account
- $1M
- Employees
- 30
- Advisory reps
- 17
- Registered since
- 2002
- Jurisdictions
- 51
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 11
- Michael David Miller Chief Executive Officer, Co-Trustee CRD 5058472
- Dawn Marie Baillie President CRD 1637582
- Darlene Marie Murphy Owner, Shareholder CRD 4552364
8 more executive officers, with direct contact details
Advisory reps 3 of 17
- Rebecca Bahlert Investment Adviser Rep CRD 8293663
- James William Buckham Investment Adviser Rep CRD 5670052
- Joseph Michael Buscaino Investment Adviser Rep CRD 2831483
14 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 100 Market St Unit 203
Portsmouth, NH 03801 - County
- Rockingham
- Metro area
- Boston-Cambridge-Newton, MA-NH
- Region
- Northeast
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: wellesleyassetmanagement.com
Every state, with registration dates
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