Hedge Fund Database

BROMFIELD SNEIDER WEALTH ADVISORS, INC.

Adviser information for BROMFIELD SNEIDER WEALTH ADVISORS, INC. last updated from Form ADV on January 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Massachusetts, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 319 $436.7M
Non-Discretionary 0 $0
Total 319 $436.7M

Clients

Type Number RAUM
Individuals 20 $11.5M
HNW Individuals 96 $425.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-67397
SEC ERA File Number 801-67397
SEC CIK Numbers 1891795
SEC CRD Numbers 125623
Legal Entity Identifier None

Principal Office

200 LOWDER BROOK DRIVE
SUITE 2600
WESTWOOD
MA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: (617) 252-3400, Fax: (617) 252-3777

Websites

www.bromfieldsneider.com

Chief Compliance Officer

ERIC M. SNEIDER
PRINCIPAL AND CHIEF COMPLIANCE OFFICER
200 LOWDER BROOK DRIVE
SUITE 2600
WESTWOOD
MA
United States
Tel: (617) 252-3400
Fax: (617) 252-3777
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BROMFIELD, SANDRA, N/M/N Individual – PRESIDENT 01/2002 < 5%
SNEIDER, ERIC, MICHAEL Individual – PRINCIPAL AND CHIEF COMPLIANCE OFFICER 01/2002 > 75%

No. Employees, Historic

10502020202120222023202420254 on 1/23/20204 on 6/5/20204 on 1/22/20214 on 7/19/20214 on 1/28/20224 on 2/3/20234 on 1/19/2024

RAUM, Historic

500M250M0202020212022202320242025341590643 on 1/23/2020341590643 on 6/5/2020380888065 on 1/22/2021380888065 on 7/19/2021432566267 on 1/28/2022380204450 on 2/3/2023436659527 on 1/19/2024

No. Clients, Historic

2001000202020212022202320242025115 on 1/23/2020115 on 6/5/2020116 on 1/22/2021116 on 7/19/2021112 on 1/28/2022117 on 2/3/2023116 on 1/19/2024

Holdings

From latest 13F, filed April 10th, 2024 for period ending March 31st, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 33K 313 –
AIR PRODS & CHEMS INC COM 64K 265 –
ALTRIA GROUP INC COM 23K 519 –
AMGEN INC COM 41K 145 –
AUTOMATIC DATA PROCESSING IN COM 45K 181 –
BANK AMERICA CORP COM 24K 626 –
BANK NEW YORK MELLON CORP COM 38K 666 –
BRISTOL-MYERS SQUIBB CO COM 15K 278 –
BROOKFIELD INFRAST PARTNERS LP INT UNIT 39K 1K –
CHEVRON CORP NEW COM 37K 235 –
CISCO SYS INC COM 40K 800 –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 128K 5K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 659K 22K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 173K 7K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 383K 10K –
DIMENSIONAL ETF TRUST US CORE EQUITY 1 540K 9K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 850K 23K –
DIMENSIONAL ETF TRUST US LARGE CAP VAL 627K 21K –
DIMENSIONAL ETF TRUST US TARGETED VLU 910K 17K –
DIMENSIONAL ETF TRUST US EQUITY ETF 300K 5K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 115K 3K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 2M 24K –
ELI LILLY & CO COM 62K 80 –
EMERSON ELEC CO COM 95K 840 –
ESSENTIAL UTILS INC COM 61K 2K –
EXXON MOBIL CORP COM 59K 508 –
GENUINE PARTS CO COM 38K 246 –
GOLDMAN SACHS GROUP INC COM 50K 120 –
HERSHEY CO COM 12K 60 –
Hubbell Inc Cl B Title of Class 46K 110 –
INTERNATIONAL BUSINESS MACHS COM 14K 72 –
ISHARES TR 1 3 YR TREAS BD 652K 8K –
ISHARES TR ISHS 5-10YR INVT 125K 2K –
ISHARES TR BROAD USD HIGH 56K 2K –
ISHARES TR CORE INTL AGGR 3M 61K –
ISHARES TR CORE MSCI EAFE 394K 5K –
ISHARES INC CORE MSCI EMKT 42K 807 –
ISHARES TR CORE MSCI INTL 34K 505 –
ISHARES TR CORE MSCI TOTAL 14K 203 –
ISHARES TR CORE S&P500 ETF 3M 6K –
ISHARES TR CORE S&P MCP ETF 49K 803 –
ISHARES TR CORE S&P SCP ETF 55K 494 –
ISHARES TR CORE S&P TTL STK 673K 6K –
ISHARES TR CORE US AGGBD ET 6M 57K –
ISHARES TR MSCI EAFE ETF 355K 4K –
ISHARES TR EAFE SML CP ETF 921K 15K –
ISHARES TR EAFE VALUE ETF 6M 110K –
ISHARES TR NATIONAL MUN ETF 7M 69K –
ISHARES TR RUS 1000 ETF 127K 443 –
ISHARES TR RUS 1000 GRW ETF 300K 891 –
ISHARES TR RUS 1000 VAL ETF 450K 3K –
ISHARES TR RUS 2000 VAL ETF 129K 811 –
ISHARES TR MICRO-CAP ETF 492K 4K –
ISHARES TR S&P 500 GRWT ETF 1M 15K –
ISHARES TR S&P 500 VAL ETF 602K 3K –
ISHARES TR S&P MC 400GR ETF 272K 3K –
ISHARES TR S&P MC 400VL ETF 170K 1K –
ISHARES TR S&P SML 600 GWT 236K 2K –
ISHARES TR SP SMCP600VL ETF 233K 2K –
ISHARES TR SHORT TREAS BD 160K 1K –
ISHARES TR SHRT NAT MUN ETF 7M 71K –
ISHARES TR US TREAS BD ETF 190K 8K –
JOHNSON & JOHNSON COM 74K 471 –
JPMORGAN CHASE & CO COM 58K 290 –
KIMBERLY-CLARK CORP COM 16K 121 –
Ky Rrl Wtr Fin C Title of Class 5K 5K –
LIBERTY BROADBAND CORP COM SER C 14K 250 –
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 5K 125 –
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 15K 500 –
MCDONALDS CORP COM 68K 240 –
MERCK & CO INC COM 37K 280 –
MICROSOFT CORP COM 423K 1K –
MONDELEZ INTL INC CL A 23K 331 –
Nuveen MA Municipal Bond Fund Title of Class 343K 37K –
PEPSICO INC COM 36K 207 –
PFIZER INC COM 25K 895 –
PHILIP MORRIS INTL INC COM 36K 394 –
PNC FINL SVCS GROUP INC COM 20K 123 –
PROCTER AND GAMBLE CO COM 84K 515 –
PUBLIC SVC ENTERPRISE GRP IN COM 26K 388 –
RTX CORPORATION COM 60K 614 –
SNAP ON INC COM 40K 135 –
SPDR S&P 500 ETF TR TR UNIT 29M 55K –
UNITEDHEALTH GROUP INC COM 41K 83 –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 39K 670 –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 78K 2K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 419K 10K –
VANGUARD INDEX FDS GROWTH ETF 31M 91K –
VANGUARD BD INDEX FDS INTERMED TERM 7M 88K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 2M 24K –
VANGUARD INDEX FDS REAL ESTATE ETF 78K 907 –
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 561K 2K –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 1M 14K –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 2M 20K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 94K 1K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 17M 218K –
VANGUARD BD INDEX FDS SHORT TRM BOND 589K 8K –
VANGUARD INDEX FDS SMALL CP ETF 854K 4K –
VANGUARD INDEX FDS SML CP GRW ETF 15M 57K –
VANGUARD INDEX FDS SM CP VAL ETF 5M 24K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 1M 15K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 286K 6K –
VANGUARD STAR FDS VG TL INTL STK F 455K 8K –
VANGUARD INDEX FDS VALUE ETF 269K 2K –