CRD: 116176
Wellesley Asset Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · UBS · US Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-1991
- Office Locations
- 5
Office Locations
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.
Reported data analysis
What the numbers show
Between October 29, 2025 and March 30, 2026, reported AUM decreased 3.5%, from $2.1B to $2.0B.
Across 5 reported observations, AUM decreased 36.2% between December 5, 2022 and March 30, 2026, from $3.1B to $2.0B.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 19 advisory representatives and 1,296 clients, or 68.2 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 5 reported office locations and 35 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DARLENE MARIE MURPHY
Owner
- CRD
- #4552364
- Ownership
- 5% but less than 10%
DAWN MARIE BAILLIE
President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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Rebecca Bahlert
--
- CRD
- #8293663
JOSEPH MICHAEL BUSCAINO
Executive Vice President
- CRD
- #2831483
Showing 2 of 30 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Wellesley Asset Management, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Wellesley Asset Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.