Aaf Wealth Management, LLC

Overview

Aaf Wealth Management, LLC is an SEC registered investment adviser based in Westborough, MA, registered since 2012. It reports $728M in assets under management across 897 accounts, with 10 employees. It has 7 investment adviser representatives.

Reported AUM

$728M

Discretionary

80%

Accounts

897

Average account

$811K

Employees

10

Advisory reps

7

Registered since

2012

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Andrew Edmund Hammond Chief Compliance Officer CRD 4170846

Advisory reps 3 of 7

• Russell Christian Almstrom Investment Adviser Rep CRD 7158155
• Jonathan S Bloom Insurance Agent · Investment Adviser Rep CRD 4816182
• Julie Anne Drainville Investment Adviser Rep CRD 7013905

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

50 Washington St
Westborough, MA 01581

County

Worcester

Metro area

Worcester, MA-CT

Region

Northeast

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: aafwealthmanagement.com

Every state, with registration dates

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