TrueAdvisor
TrueAdvisor
LA
CFA · CFP
LA
CFA · CFP

Lidia G Amodei

Attleboro Wealth Management LLC
30 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Attleboro Wealth Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
118 clients
Average Client Portfolio
$905K average
Assets Under Management
$106.8M

Fee Structure

Minimum Investment:$1M

Location

1051 Lindenhurst Road, Yardley, PA, 19067

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Attleboro Wealth Management LLC
May 2025 - Present · 9 mos
Previous Registrations
Allspring Funds Management, LLC
December 2016 - January 2024 · 7 yrs 1 mo
Allspring Funds Distributor, LLCBroker
May 2012 - January 2024 · 11 yrs 8 mos
Wells Fargo Funds Management, LLC
May 2012 - December 2014 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2004 - May 2012 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2004 - May 2012 · 7 yrs 11 mos
Vanguard Advisers INC
April 1997 - May 2004 · 7 yrs 1 mo
Vanguard Marketing CorporationBroker
November 1993 - May 2004 · 10 yrs 6 mos
State Registrations3 states
NJPATX
Advisor
Exams
No exam information available for this advisor.