AAF Wealth Management Revenue
Financial Services • 
Westborough, Massachusetts, United States • 1-10 Employees
AAF Wealth Management revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Key Contacts at AAF Wealth Management
Kevin Hodson
Director Of Investments
Joel Aronson
Founder & Wealth Advisor
Company overview
| Headquarters | 50 Washington Street, Westborough, Massachusetts 01581, US |
| Website | |
| NAICS | 52 |
| Keywords | Succession Planning, Asset Protection, Tax Planning & Compliance, Insurance, Estate Planning, Personal Financial Planning, Institutional Investing, Individual Investment Management, Executive Retirement Plan Consulting |
| Founded | 2001 |
| Employees | 1-10 |
AAF Wealth Management Email Formats
AAF Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@aafcpa.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@aafcpa.com | 100% |
About AAF Wealth Management
AAF Wealth Management is a boutique Registered Investment Advisor (RIA) serving high net worth individuals & families, retirement plan sponsors, and nonprofits & foundations. As an affiliate of AAFCPAs, Inc. (Westborough, Boston, Wellesley, and Waltham, MA), AAF Wealth Management is able to leverage shared knowledge with New England’s preeminent CPA and Consulting firm to provide insightful planning that considers the full range of tax implications to our clients’ financial lives. AAF Wealth Management solutions are designed to bring peace of mind to those who appreciate strategic, comprehensive planning and investment strategies aligned with each client’s unique risk preference. Members of the AAF Wealth Management team are also CPAs, and deep tax expertise is applied to all financial plans and investment management strategy. We provide personal attention and guide our clients toward achieving their goals through informed, objective decisions. Our focus is to educate and enlighten so that you are fully empowered to make the best decisions. Although the decisions are yours to make, we are there for you every step of the way, providing you with perspective and clarity to help you set and achieve your financial planning goals. AAF Wealth Management, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where AAF Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place. For information about our services, please visit our website at aafwealthmanagement.com.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
AAF Wealth Management has 6 employees across 3 departments.
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Number of employees
Funding Data
AAF Wealth Management has never raised funding before.
AAF Wealth Management Tech Stack
Discover the technologies and tools that power AAF Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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