AAF WEALTH MANAGEMENT, LLC
C26
CRD 164646·SEC 801-76885·WESTBOROUGH, MA
AUM
$727.6M
$500M-$1B
Est. Revenue
$7.3M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $225.3M
'21 · $300.8M
'22 · $369.0M
'23 · $413.4M
'25 · $607.3M
'26 · $727.6M
'20'26
$225.3M → $727.6M▲ +223%
Client mix
| Individuals High Net Worth | 140 |
| Individuals Other | 131 |
| Charitable Organizations | 12 |
| Pension Profit Sharing Plans | 8 |
| Corporations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 6 advisors
'25 · 6 advisors
'26 · 6 advisors
'20'26
5 advisors → 6 advisors▲ +20%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
50 WASHINGTON STREETWESTBOROUGH, MA 01581
Business
50 WASHINGTON STREETWESTBOROUGH, MA 01581
Edgar Recent Filings
13F-HR2026-05-08 · 0001726609-26-000002
13F-HR2026-02-06 · 0001726609-26-000001