AAF WEALTH MANAGEMENT, LLC

CRD 164646File 801-76885

APPROVED

Retail clients

Custody

Filing as of Mar 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$727.6M

Above cohort median (national)

Discretionary AUM

$580.4M

Non-discretionary $147.3M

Clients

293

897 accounts

Employees

Below cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jul 24, 2012
Principal office: 50 WASHINGTON STREET, WESTBOROUGH, MA, 01581
Phone: 508-366-9100
Website: https://www.linkedin.com/company/aaf-wealth-management

Assets & accounts

ADV Item 5F

Total regulatory AUM: $727.6M
Discretionary AUM: $580.4M
Non-discretionary AUM: $147.3M
Discretionary accounts: 873
Non-discretionary accounts: 24
Total accounts: 897
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.2M
Charitable organizations	12	$62.3M
High net worth individuals	140	$491.4M
Pension and profit sharing plans	8	$106.4M
Individuals (other than high net worth individuals)	131	$66.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.