# AAF Wealth Management

AAF Wealth Management is a RIA based in Westborough, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Westborough, United States
- **Region:** North America
- **Address:** McLean, VA, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/aaf-wealth-management

## Regulatory record

- **CRD number:** 164646
- **SEC file number:** 801-76885
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164646

## About

Investment guidance & financial peace of mind for both the life you have and the life you envision. | AAF Wealth Management is a boutique Registered Investment Advisor (RIA) serving high net worth individuals & families, retirement plan sponsors, and nonprofits & foundations. As an affiliate of AAFCPAs, Inc. (Westborough, Boston, Wellesley, and Waltham, MA), AAF Wealth Management is able to leverage shared knowledge with New England’s preeminent CPA and Consulting firm to provide insightful planning that considers the full range of tax implications to our clients’ financial lives.

## Questions

### What investment stages does AAF Wealth Management typically target?

No information is publicly available on the investment stages AAF Wealth Management targets. The firm's private posture means that stage preferences, whether early-stage venture, growth equity, buyout, or distressed assets, are not disclosed.

### Which sectors does AAF Wealth Management explicitly avoid?

AAF Wealth Management does not publicly state any sector exclusions or negative screens. Without public disclosures, it is not possible to determine which sectors the firm explicitly avoids.

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- [Fitzgerald Asset Management](https://altss.com/profile/fitzgerald-asset-management-llc)
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Last updated: 2026-07-06T01:24:10.660Z

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