# Aboveboard Wealth Management

Aboveboard Wealth Management is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 298303
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298303

## About

Aboveboard Wealth Management, LLC is a state-registered investment adviser in New York, NY. It has one employee and one investment adviser. The firm is based in New York.

## Questions

### How is Aboveboard Wealth Management regulated?

Aboveboard Wealth Management is registered as a Registered Investment Advisor with the SEC or appropriate state authority. This regulatory framework mandates fiduciary duty to clients.

### Does Aboveboard Wealth Management manage direct investments?

The firm's investment management approach is not publicly documented. RIAs of its size commonly allocate through third-party asset managers, direct co-investments, or custom portfolios depending on client mandates.

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- [Access Planning Partners](https://altss.com/profile/access-planning-partners-llc)
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Last updated: 2026-07-06T01:24:10.660Z

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