RIA Intel›Advisers›Massachusetts›BROMFIELD SNEIDER WEALTH ADVISORS, INC.

BROMFIELD SNEIDER WEALTH ADVISORS, INC.

Advisory

N·WESTWOOD, MA

Data as of Jan 19, 2024 · Source: SEC Form ADV

Total AUM

$437M

1-Year AUM Growth

+14.8%

3-Year CAGR

+4.7%

Employees

2

Assets Under Management

Total AUM$437M

Discretionary AUM$437M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record34

First FilingDec 1, 2006

Latest FilingJan 19, 2024

🔒 Full AUM trend chart and 34 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BROMFIELD SNEIDER WEALTH ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.