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Attleboro Wealth Management LLC

Attleboro Wealth Management LLC. CRD 318056

Attleboro Wealth Management LLC logo

CRD: 318056

Attleboro Wealth Management LLC

Yardley, PA, 19067
2153109440
attleborowealth.com
$129.3M Total AUM
$119.7M Disc. AUM
-- 3Y CAGR
6 Employees
142 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Quantum northEagle
Established Date
02-11-2022
Office Locations
1

Office Locations

1051 Lindenhurst Road Yardley PA

About Attleboro Wealth Management LLC

Attleboro Wealth Management (Yardley, PA) provides tax-focused financial planning, retirement income design, and investment management centered on low-cost solutions and risk control, plus insurance guidance. Led by CFP®/AIF® Mark Byelich, the firm emphasizes “zero tax” retirement strategies and is a member of Ed Slott’s Master Elite Advisor Group and the POZ Elite Advisor Group. Custody includes Schwab.

Team overview

28 AVG AGE
$25.9M AVG AUM / ADVISOR
$910.4K AVG AUM / CLIENT
2.2 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Momentum Unison alpha Frontier eagle Alpha momentum Unison Peak

Client Personas

Crest harbor Peak

Custodian

Zenith Summit Vector

Investment Themes

Harbor pioneer Glacier Pathway momentum Ember Vector meridian

Investment Vehicles

Oak element Momentum vertex

Platform

Fusion vital Summit radial

Services

Ridge Quantum Peak Pathway fusion Beacon fusion Legacy legacy Bridge unison Pioneer Unison Quantum vector

Technology

North ember Element

Owner & Executives

MARK JOSEPH BYELICH

MARK JOSEPH BYELICH

Advisor, Managing Member

CRD
#4388024
Ownership
75% or more
(826) 595-5300
pioneer.vertex@meridiancapital.com
in linkedin.com/in/momentum-signal
SASHA AFANASSIEV

SASHA AFANASSIEV

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(869) 693-7729
matrix.matrix@harborcapital.com
in linkedin.com/in/signal-optima

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Contacts

LIDIA G AMODEI

LIDIA G AMODEI

Chief Investment Officer, Financial Planner, Investment Committee Lead

CRD
#2285474
(257) 871-7990
horizon.north@deltacapital.com
in linkedin.com/in/pioneer-harbor
JESSE DANIEL D'ELIA

JESSE DANIEL D'ELIA

Financial Planner, Investment Committee Member

CRD
#6279918
(690) 357-1934
insight.radial@eaglecapital.com
in linkedin.com/in/ember-catalyst
R

Radial alpha

Pathway glacier vector

CRD
#95575
(451) 730-1597
glacier.frontier@fusioncapital.com
in linkedin.com/in/value-quantum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-14-2022
09-12-2025
05-05-2026
Category Assets AVG. Account size
Discretionary $119,741,267 $209,704
Non-Discretionary $9,538,131 $167,336
Total $129,279,398 $205,859

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Separately Managed Accounts

Total SMA Asset: $129,279,398

$129.3M Total SMA
Public Funds:
19.0%
Equity - Exchange:
14.5%
Other:
18.8%
Cash:
28.7%
Municipal Bonds:
19.0%
Asset class Assets Assets %
Public Funds $819,812,562 19.0%
Equity - Exchange $625,646,429 14.5%
Other $811,182,956 18.8%
Cash $1,238,348,450 28.7%
Municipal Bonds $819,812,563 19.0%
Total $4,314,802,960 100.0%

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