Investment adviser · CRD 168615
ROPES WEALTH ADVISORS
Investment adviser filing (IA)
ROPES WEALTH ADVISORS LLC
BOSTON, MA, United States · Form ADV filed Jul 28, 2023
- Regulatory AUM
- $6.47B Form ADV · Item 5.F
- Client accounts
- 3,632 Accounts, not individual clients
- Employees
- 41 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 921 | $5,445,907,641 | 84.2% |
| Charities | 20 | $447,525,276 | 6.9% |
| Retirement plans | Fewer than 5 | $406,956,268 | 6.3% |
| Individuals | 405 | $134,041,865 | 2.1% |
| Corporations & businesses | Fewer than 5 | $33,773,049 | 0.5% |
Filing source
Form ADV 1773962 · Jul 28, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 28, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
PRUDENTIAL TOWER, 800 BOYLSTON STREETBOSTON, MA, 02199-3600, United States
CRD 168615
Filing source
Form ADV 1773962 · Jul 28, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.