WELLESLEY ASSET MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,991,266,449
Discretionary
$1,985,649,379
Non-discretionary
$5,617,070
Firm details
- CRD number
- 116176
- SEC file number
- 801-61288
- Main office
- PORTSMOUTH, NH, United States
- Employees
- 30
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.