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Ashwood Advisors, LLC

● SEC registered since 2026CRD 128811SEC# 801-136062Medfield, MA
Export (members)
Reg. AUM
$126.9M
Employees
3
Accounts
195
Location
Medfield, MA

Ashwood Advisors, LLC assets under management

Ashwood Advisors, LLC is a registered investment adviser overseen by the SEC based in Medfield, MA. The firm has been registered since 2026. It reports $126.9 million in regulatory assets under management and employs 3 people.
www.geremiainvestments.comView on SEC.gov ↗

Ashwood Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Stephen Andrea Geremia ControlManaging Member, Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Ashwood Advisors, LLC manage?

Ashwood Advisors, LLC reports $126.9 million in regulatory assets under management on its Form ADV.

How many employees does Ashwood Advisors, LLC have?

Ashwood Advisors, LLC reports 3 employees.

Where is Ashwood Advisors, LLC located?

Ashwood Advisors, LLC is based in Medfield, MA and has been SEC-registered since 2026.

Does Ashwood Advisors, LLC disclose fund performance?

Ashwood Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 North Meadows Road, Medfield, MA 02052
Phone(508) 359-9442
Fax(508) 359-2494
Office hours8:30 a.m. - 4:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$71.7M
Non-discretionary$55.2M
Total (RAUM)$126.9M