Wealth Manager
    SEC Registered

    Wellesley Asset Management, Inc.

    Registered investment advisor · Portsmouth, New Hampshire · CRD #116176

    Assets Under Management
    $2B
    Client Accounts
    1,956
    Employees
    30
    CRD Number
    116176
    Registration
    SEC Registered
    Custodian
    Ubs Financial Services, Inc, Charles Schwab Corporation, Fidelity Investments

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wellesley Asset Management, Inc.

    Wellesley Asset Management, Inc. is an independent investment advisory firm founded in 1991, dedicated to helping clients navigate market volatility and achieve capital preservation and growth through diverse strategies. The firm emphasizes principal preservation and offers convertible bonds for non-traditional investment approaches.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Wellesley Asset Management, Inc.'s AUM?

    Wellesley Asset Management, Inc. reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wellesley Asset Management, Inc. headquartered?

    Wellesley Asset Management, Inc. is headquartered in Portsmouth, New Hampshire.

    What is Wellesley Asset Management, Inc.'s CRD number?

    Wellesley Asset Management, Inc.'s CRD number is 116176. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wellesley Asset Management, Inc. manage?

    Wellesley Asset Management, Inc. manages approximately 1,956 client accounts according to its latest SEC filing.

    Is Wellesley Asset Management, Inc. SEC registered?

    Yes, Wellesley Asset Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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