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Aaf Wealth Management, LLC CRD 164646
$728M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
50 Washington Street, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-02-07 |
| MA | RA | APPROVED | 2016-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Income Protection Partners | Tiverton | RI | 02/2010 | Present |
| Aaf Wealth Management, Llc | Westborough | MA | 02/2016 | Present |
| Aafcpas Insurance, Llc | Westborough | MA | 10/2016 | Present |
PROPERTY INCOME: RENTAL INCOME 5% ~ $12,000/YEAR INCOME PROTECTION PARTNERS (DBA SELF-EMPLOYED) US INSURANCE BROKERS (CONVERSION OF IPP BUSINESS TO US INSURANCE BROKERS.) 45% ~ $100,000 09/1/16 - AAFCPAS INSURANCE, LLC; NON-INVESTMENT RELATED; ADDRESS: 21 E. MAIN, WESTBOROUGH, MA 01581; THE FIRM DOES INSURANCE EDUCATION, PRODUCT SALES AS NEEDED, EVALUATION OF CONTRACTS, COMPARATIVE ANALYSIS; POSITION TITLE: MANAGER; SHE HAS 1% OWNERSHIP AND SHE DEVOTES 6 HOURS PER MONTH TO THIS ACTIVITY; HER DUTIES INCLUDE OVERSEEING LICENSING, PROCESSES, EVALUATIONS.
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