CRD: 164646
AAF Wealth Management, LLC
$727.6M Total AUM
$580.4M Disc. AUM
18.5% 3Y CAGR
10 Employees
298 ADV. Clients
13 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- BridgeHarbor
- Established Date
- 07-24-2012
- Office Locations
- 1
Office Locations
50 Washington Street Westborough MA
About AAF Wealth Management, LLC
AAF Wealth Management is a Massachusetts-based wealth manager and wholly owned subsidiary of AAFCPAs, providing holistic financial planning that integrates investment management with estate planning and tax planning/compliance. The team supports individuals and families pursuing goals like early retirement, pairing portfolio construction and ongoing market insights with CPA-aligned advice.
Team overview
44 AVG AGE
$121.3M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
7.3 yrs AVG TENURE
10 Employees
6 Advisory Reps
6 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Signal Capital Frontier catalyst Optima Optima Vector
Client Personas
Wave crest Frontier eagle
Custodian
Capital Timber Peak
Investment Themes
Wave optima Harbor radial Eagle Alpha glacier Wave optima
Investment Vehicles
Meridian Summit
Platform
Vertex eagle Capital Vital harbor Momentum unison
Services
Momentum focus Vertex signal Bridge prime Atlas Focus eagle Vertex Pioneer Eagle Beacon focus Wave Ember Signal Optima Fusion value
Technology
Zenith radial Beacon crest
Owner & Executives
ANDREW EDMUND HAMMOND
Chief Compliance Officer, Wealth Advisor
- CRD
- #4170846
- Ownership
- Less than 5%
(842) 245-6378
unison.crest@fusioncapital.com
in linkedin.com/in/momentum-vector
Showing 1 of 1 owners & executives
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Russell Christian Almstrom
--
- CRD
- #7158155
(556) 721-8339
legacy.quantum@focuscapital.com
in linkedin.com/in/oak-unison
JONATHAN SETH BLOOM
Wealth Advisor
- CRD
- #4816182
(534) 366-1166
horizon.pathway@beaconcapital.com
in linkedin.com/in/eagle-vital
I
Insight delta
Quantum horizon
- CRD
- #29977
(547) 710-9761
bridge.eagle@unisoncapital.com
in linkedin.com/in/pathway-signal
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $580,355,274 | $664,783 |
| Non-Discretionary | $147,288,926 | $6,137,039 |
| Total | $727,644,200 | $811,198 |
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Separately Managed Accounts
Total SMA Asset: $727,644,200
Public Funds:
20.2% Equity - Exchange:
11.0% Cash:
9.7% U.S. Government/Agency:
9.4% Municipal Bonds:
15.6% Corporate - Investment Grade:
5.0% Equity - OTC:
19.7% Private Funds:
9.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,338,000,603 | 20.2% |
| Equity - Exchange | $728,614,190 | 11.0% |
| Cash | $642,505,240 | 9.7% |
| U.S. Government/Agency | $622,633,944 | 9.4% |
| Municipal Bonds | $1,033,307,397 | 15.6% |
| Corporate - Investment Grade | $331,188,268 | 5.0% |
| Equity - OTC | $1,304,881,777 | 19.7% |
| Private Funds | $622,633,944 | 9.4% |
| Total | $6,623,765,363 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX OPTIMA UNISON | UNISON TIMBER | SV9BODYJ3 | CTLL | 5.63% | $106,265,061 |
| VERTEX FOUNDATION | FOUNDATION QUANTUM | X8HTX15RX | CARPU | 10.08% | $20,499,060 |
| VALUE WAVE VITAL | OAK MATRIX | 68O48O9T4 | FHUOJ | 3.42% | $37,781,368 |
| SUMMIT EMBER | FOCUS BEACON | CRI0NDIUL | BGXMU | 1.32% | $97,638,624 |
| MATRIX ALPHA CAPITAL | BEACON RADIAL | 4VUH8M5Z5 | EWN | 4.97% | $95,096,280 |
| VALUE RADIAL | EAGLE VECTOR | D269ZYV57 | GDO | 11.50% | $6,237,654 |
| RIDGE LEGACY | CAPITAL CREST | YTBN0DW4U | HHVS | 10.66% | $26,080,570 |
| CREST CATALYST HORIZON | HORIZON OAK | KQ16IZTK3 | EFPLX | 7.73% | $119,830,032 |