DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Attleboro Wealth Management LLC

Independent wealth managerYardley, PennsylvaniaCRD 318056SEC 801-134205websiteIAPD
Latest filing May 5, 2026
First filing on the tape Dec 16, 2021 · 13 filings
SEC status approved since Aug 21, 2025
RAUM
$129M
reported, Item 5.F
Discretionary
93%
of RAUM
Private clients
100%
$129M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$25.9M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$129M as of May 5, 2026
Jul 29, 2025$113M then
HNW client RAUM$107M as of May 5, 2026
Jul 29, 2025$96.0M then
State-registered IARs (5.B.3)5 as of May 5, 2026
Jul 29, 20254 then
Employees (5.A)6 as of May 5, 2026
Jul 29, 20255 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of May 5, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$25.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
28derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.5MderivedHNW RAUM over HNW clients
Average account
$205,859derivedRAUM over accounts (5.F.2.f)
Discretionary
93%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.2derivedItem 5.A over advisors
Advisors per office
5.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, otherreportedItem 5.G
Custody
$15.8M, 35 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$107M83%
  • Individuals$21.9M17%
  • Corporations and businesses$9,2380.0%
Individual clients
67reported
HNW clients
73reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
628reported
Financial planning clients
51-100reported
Wrap fee programs
noreported
Custody of client assets
$15.8M for 35 clientsreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Emily Christine WheelerYardley, PaFeb 11, 202211 y2
Mark Joseph ByelichCertified Financial PlannerYardley, PaFeb 14, 202225 y5
Jesse Daniel D'EliaCertified Financial PlannerYardley, PaFeb 10, 202512 y1
Lidia G AmodeiCertified Financial Planner, Chartered Financial AnalystYardley, PaMay 26, 202532 y4
David John WhiteChartered Financial AnalystYardley, PaApr 27, 202610 y1
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Joseph Mark Byelich · Managing Member & Chief Compliance Officercontrol
    since 01/2022 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Yardley, Pa · principal510
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Advisory employees · 4 to 5
    Mar 3, 2026 to May 5, 2026
  • Employees · 5 to 6
    Mar 3, 2026 to May 5, 2026
  • State-registered IARs · 4 to 5
    Mar 3, 2026 to May 5, 2026
  • Accounts · 544 to 628
    Sep 12, 2025 to Mar 3, 2026
  • Corporate clients · 1 to 2
    Sep 12, 2025 to Mar 3, 2026
  • HNW clients · 85 to 73
    Sep 12, 2025 to Mar 3, 2026
  • Individual clients · 42 to 67
    Sep 12, 2025 to Mar 3, 2026
  • Assets in custody · $14.4M to $15.8M
    Sep 12, 2025 to Mar 3, 2026
  • Discretionary RAUM · $104M to $120M
    Sep 12, 2025 to Mar 3, 2026
  • HNW RAUM · $96.0M to $107M
    Sep 12, 2025 to Mar 3, 2026
  • Individual RAUM · $17.1M to $21.9M
    Sep 12, 2025 to Mar 3, 2026
  • Non-discretionary RAUM · $9.5M to $9.5M
    Sep 12, 2025 to Mar 3, 2026
  • RAUM · $113M to $129M
    Sep 12, 2025 to Mar 3, 2026
  • Assets in custody · $31.7M to $14.4M
    Jul 29, 2025 to Sep 12, 2025
  • Accounts · 251 to 544
    Jun 14, 2022 to Jul 29, 2025
  • Advisory employees · 2 to 4
    Jun 14, 2022 to Jul 29, 2025
  • Advisory activities · 3 to 5
    Jun 14, 2022 to Jul 29, 2025
  • BD registered reps · 1 to 0
    Jun 14, 2022 to Jul 29, 2025
  • Business name · ATTLEBORO WEALTH MANAGEMENT to ATTLEBORO WEALTH MANAGEMENT LLC
    Jun 14, 2022 to Jul 29, 2025
  • Charity clients · unset to 0.0
    Jun 14, 2022 to Jul 29, 2025
  • Corporate clients · unset to 1.0
    Jun 14, 2022 to Jul 29, 2025
  • HNW clients · 21 to 85
    Jun 14, 2022 to Jul 29, 2025
  • Individual clients · 38 to 42
    Jun 14, 2022 to Jul 29, 2025
  • Pension plan clients · unset to 0.0
    Jun 14, 2022 to Jul 29, 2025
  • Pooled vehicle clients · unset to 0.0
    Jun 14, 2022 to Jul 29, 2025
  • Assets in custody · $32.9M to $31.7M
    Jun 14, 2022 to Jul 29, 2025
  • Employees · 7 to 5
    Jun 14, 2022 to Jul 29, 2025
  • Financial planning clients · 0 to 51-100
    Jun 14, 2022 to Jul 29, 2025
  • State-registered IARs · 2 to 4
    Jun 14, 2022 to Jul 29, 2025
  • Legal name · M. J. BYELICH & ASSOCIATES, LLC to ATTLEBORO WEALTH MANAGEMENT LLC
    Jun 14, 2022 to Jul 29, 2025
  • Discretionary RAUM · $50.3M to $104M
    Jun 14, 2022 to Jul 29, 2025
  • HNW RAUM · $39.1M to $96.0M
    Jun 14, 2022 to Jul 29, 2025
  • Individual RAUM · $11.2M to $17.1M
    Jun 14, 2022 to Jul 29, 2025
  • Non-discretionary RAUM · $0 to $9.5M
    Jun 14, 2022 to Jul 29, 2025
  • Pension RAUM · unset to 0.0
    Jun 14, 2022 to Jul 29, 2025
  • Pooled vehicle RAUM · unset to 0.0
    Jun 14, 2022 to Jul 29, 2025
  • RAUM · $50.3M to $113M
    Jun 14, 2022 to Jul 29, 2025
  • Related broker-dealer · true to false
    Jun 14, 2022 to Jul 29, 2025
  • Related insurance company · false to true
    Jun 14, 2022 to Jul 29, 2025
  • Accounts · 233 to 251
    May 11, 2022 to May 31, 2022
Signals
3 dated events
  • Dawn Marie Santoriello left Attleboro Wealth Management Llc for Efficient Advisors (registered 2023-03-20)
    Mar 20, 2023 · Advisor changed firm · fact
  • Nicholas Scott Foreman left Attleboro Wealth Management Llc for Mml Investors Services, Llc (registered 2023-09-18)
    Mar 15, 2023 · Advisor changed firm · fact
  • Attleboro Wealth Management filed its initial SEC registration (Form ADV)
    Dec 16, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business email
admin@attleborowealth.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email
tbrunell@attleborowealth.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email
abruno@attleborowealth.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email
acatona@attleborowealth.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email
eknipe@attleborowealth.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email
jfee@attleborowealth.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email
kcolantuono@attleborowealth.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email
safanassiev@attleborowealth.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email
nbyelich@attleborowealth.comreportedpublished by the firm, firm site, Sep 16, 2026
Business phone
215-310-9440reportedpublished by the firm, firm site, Sep 16, 2026
Business phone
215-839-0579reportedpublished by the firm, firm site, Sep 16, 2026
Business phone
904-296-7526reportedpublished by the firm, firm site, Sep 16, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$25.9Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026