Fee-only adviser · Portsmouth, NH
Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Portsmouth, New Hampshire. On its latest Form ADV, filed March 30, 2026, it reports $2.0B in regulatory assets under management, 1,246 individual clients and 19 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 116176 · SEC file 801-61288 |
| Office | 100 Market Street Suite 203 Portsmouth, NH 03801 |
| Phone | (781) 416-4000 |
| Website | www.wellesleyassetmanagement.com |
| Regulatory assets under management | $2.0B ($2.0B discretionary) |
| Individual clients | 958 non-high-net-worth, 288 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 30 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Portsmouth
- Nvest Financial, LLC $688M
- CMH Wealth Management, LLC $813M
- Capital Design Private Wealth LLC $96M
- Cornerstone Financial Planning, LLC $401M
- Harbor Advisory Corporation $481M
- Mile High Investments, LLC $102M
See all 23 fee-only advisers in Portsmouth →
Nearby
- Newington 1 firm
- Rye 1 firm
- Newfields 2 firms
- Dover 1 firm
- York 1 firm
- Hampton 1 firm
- Exeter 2 firms
- Seabrook 1 firm
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