Emily Christine Wheeler

9 Years of Experience

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

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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.

Employment History

Current Registrations

Attleboro Wealth Management LLC

February 2022 - Present · 4 yrs

Previous Registrations

Kestra Advisory Services, LLC

December 2018 - February 2022 · 3 yrs 2 mos

Kestra Investment Services, LLCBroker

November 2018 - February 2022 · 3 yrs 3 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

February 2015 - December 2017 · 2 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 2015 - December 2017 · 2 yrs 11 mos

State Registrations3 states

NJPATX

Advisor

Exams

No exam information available for this advisor.