CRD: 116176
Wellesley Asset Management, Inc.
$2.0B Total AUM
$2.0B Disc. AUM
-12.9% 3Y CAGR
30 Employees
1,296 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · UBS · US Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-1991
- Office Locations
- 5
Office Locations
100 Market Street, Suite 300 Portsmouth NH
20 William Street Suite 310 Wellesley MA
-- Cumming GA
About Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. is a Portsmouth-based RIA with 5 offices. The firm has been operating for 35 years. Managing $2.0B in total assets under management, with 19 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
47 AVG AGE
$104.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
7.3 yrs AVG TENURE
30 Employees
19 Advisory Reps
13 RIA Reps
35yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DARLENE MARIE MURPHY
Owner
- CRD
- #4552364
- Ownership
- 5% but less than 10%
Available
Available
Available
DAWN MARIE BAILLIE
President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 11 owners & executives
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R
Rebecca Bahlert
--
- CRD
- #8293663
Available
Available
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JOSEPH MICHAEL BUSCAINO
Executive Vice President
- CRD
- #2831483
Available
Available
Available
Showing 2 of 30 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,985,649,379 | $1,019,327 |
| Non-Discretionary | $5,617,070 | $702,134 |
| Total | $1,991,266,449 | $1,018,030 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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