Aaf Wealth Management, LLC
AAF Wealth Management, LLC is a Massachusetts-based registered investment adviser and subsidiary of AAFCPAs, Inc., headquartered in Westborough, MA. Founded in 2001 and an RIA since 2012, the firm manages over $600 million in assets and employs 9 professionals, focusing on providing comprehensive wealth and portfolio management, financial planning, and consulting services tailored to individuals, families, non-profits, foundations, and other clients.
Investment Strategy
AAF Wealth Management provides continuous and regular account supervision, creating custom portfolios based on individual client goals and circumstances. Investments may include individual stocks and bonds, ETFs, mutual funds, options, and both public and private securities. Each portfolio is designed in alignment with the client's objectives, and clients can place reasonable restrictions on portfolio holdings. In addition to asset management, the firm offers detailed financial planning and consulting services covering areas like investment, retirement, tax, estate, charitable, and education planning, with recommendations tailored to achieve each client's long-term goals.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 23.97% | $52.6M | 84,766 | $419.57 | $620.90 | +$9.4M |
I IDEV | ISHARES TR | 13.53% | $29.7M | 390,492 | $61.24 | $76.04 | +$3.2M |
V VTV | VANGUARD INDEX FDS | 11.22% | $24.6M | 139,387 | $129.54 | $176.74 | +$1.4M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 9.02% | $19.8M | 87,188 | $130.53 | $227.10 | +$2.7M |
U USMV | ISHARES TR | 7.70% | $16.9M | 180,124 | $93.87 | $93.87 | +$16.9M |