AAF Wealth Management

Q: What is AAF Wealth Management's official website?

AAF Wealth Management's official website is www.aafwealthmanagement.com

Q: What is AAF Wealth Management's Revenue?

AAF Wealth Management's revenue is <$5 Million

Q: What is AAF Wealth Management's SIC code?

AAF Wealth Management's SIC: 62,628

Q: What is AAF Wealth Management's NAICS code?

AAF Wealth Management's NAICS: 52,523

Q: How many employees does AAF Wealth Management have?

AAF Wealth Management has 11-50 employees

Q: What industry does AAF Wealth Management belong to?

AAF Wealth Management is in the industry of: Finance , Securities Trading

Q: What is AAF Wealth Management competition?

AAF Wealth Management top competitors include: Ironwood Wealth Management , Cresta Advisors , Mt Baker Capital , Grey Fox Wealth

Q: What technology does AAF Wealth Management use?

Some of the popular technologies that AAF Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Universal Analytics

Q: What does AAF Wealth Management do?

AAF Wealth Management is a boutique fee-based Registered Investment Advisor (RIA) firm that provides comprehensive financial planning, investment management, estate planning, and tax planning services. The firm serves a diverse clientele, including individuals and families, business owners, retirement plan sponsors, and nonprofits/foundations. AAF... Wealth Management is dedicated to helping clients achieve financial peace of mind through a holistic approach that considers all aspects of their financial lives. With a commitment to ethical standards and personalized service, the firm aims to empower clients to enjoy their financial freedom. Read More

Q: What are AAF Wealth Management social media links?

AAF Wealth Management Linkedin page AAF Wealth Management Facebook page

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

50 Washington St, Westborough, Massachus...

Website

www.aafwealthmanagement.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About AAF Wealth Management

AAF Wealth Management is a boutique fee-based Registered Investment Advisor (RIA) firm that provides comprehensive financial planning, investment management, estate planning, and tax planning services. The firm serves a diverse clientele, including individuals and families, business owners, retirement plan sponsors, and nonprofits/foundations. AAF Wealth Management is dedicated to helping clients achieve financial peace of mind through a holistic approach that considers all aspects of their financial lives. With a commitment to ethical standards and personalized service, the firm aims to empower clients to enjoy their financial freedom.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

AAF Wealth Management Org Chart

Phone

Cheryl Melendy

Manager, Client Service & Operations

Phone

Emily Levine

Senior Manager, Investment

Phone

Kevin Hodson

Team Member

Phone

Daniel Seaman

Team Member

Phone

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Michael Shook

Assistant Operations Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AAF Wealth Management

<$5M

11-50

Private

Cheryl MelendyManager, Client Service & Operations

Anchor Wealth Management ...

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2007

Alison KochOffice Manager

Ironwood Wealth Managemen...

<$5M

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2001

John WilliamsFounder & President

Grey Fox Wealth

<$5M

1-10

Private

2020

Daniel McGlinnDirector, Operations & Cco

Mt Baker Capital

<$5M

1-10

Private

2009

Chris BalkaManager

Cresta Advisors

<$5M

1-10

Private

2013

Manuel GarzaCEO

Sherwood Investment Servi...

<$5M

1-10

Private

N/A

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AAF Wealth Management Tech Stack

A closer look at the technologies used by AAF Wealth Management

WordPress.org

Automattic

PHP

Cloudflare Website Optimization

Cloudflare

Google Universal Analytics

Google

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Frequently Asked Questions Regarding AAF Wealth Management

What is AAF Wealth Management's official website?

AAF Wealth Management's official website is www.aafwealthmanagement.com

What is AAF Wealth Management's Revenue?

AAF Wealth Management's revenue is <$5 Million

What is AAF Wealth Management's SIC code?

AAF Wealth Management's SIC: 62,628

What is AAF Wealth Management's NAICS code?

AAF Wealth Management's NAICS: 52,523

How many employees does AAF Wealth Management have?

AAF Wealth Management has 11-50 employees

What industry does AAF Wealth Management belong to?

AAF Wealth Management is in the industry of: Finance, Securities Trading

What is AAF Wealth Management competition?

AAF Wealth Management top competitors include: Ironwood Wealth Management, Cresta Advisors, Mt Baker Capital, Grey Fox Wealth

What technology does AAF Wealth Management use?

Some of the popular technologies that AAF Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Universal Analytics

What does AAF Wealth Management do?

What are AAF Wealth Management social media links?

AAF Wealth Management Linkedin page AAF Wealth Management Facebook page

Is AAF Wealth Management a public company?

AAF Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about AAF Wealth Management

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