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Sullivan Bille Group - Wealth Management Advisors, LLC

Stephen Ahern

CFP®, CPA, PFS
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Registry Member Since 2004

PRC Certified: View Findings Report

About Me

Type of Organization
  • Member of a Firm
Name of RIA
  • Wealth Management Advisors, LLC
Relationship to RIA
  • Owner
Broker/Dealer Name
  • Did Not Answer
Years of Experience
  • 26 Years
Certifications & Designations
College Degrees or Years
  • Bentley College - MS in Taxation
  • Providence College - BSBA
Association Memberships
  • Financial Planning Association
  • Massachusetts Society of CPAs
  • American Institute of CPAs
Registrations & Licenses
  • RIA/IAR Registration
  • Type of RIA Registration: State - Massachusetts
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
  • Available Upon Request
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None

About My Firm

Location
  • 600 Clark Road
    4th Floor
    Tewksbury, Massachusetts, 01876
Telephone (Main Office)
  • 877.448.3400
Website
Number of Clients
  • 91
Amount of Assets
  • $220,000,000
Minimum Asset Requirement
  • $1,000,000
Types of Fees
  • Did Not Answer
Types of Commission
  • Did Not Answer
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
  • Retirees
  • Individuals
  • Pension
  • Endowments
  • Foundations
  • Businesses
Limited Engagement Services
  • None
Investment Decision-Making
  • Did Not Answer
Primary Custodian(s)
  • Fidelity Investments
  • Charles Schwab & Company
Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Bi-Monthly)
My Philosophy

We understand that our clients cherish their time and want to spend it on family, leisure and unique experiences. While they are very interested in their financial future and typically quite knowledgeable, they are not nearly as interested in the mechanics of personal and business finance as we are. For them, the most challenging element in the wealth equation is finding an advisor they can trust enough to delegate. Wealth Management Advisors, LLC (WMA) is that advisor.

My Disclosures
Some professionals and firms have disclosures.

None

I certify the information in this research report is accurate and current.

Advisor Name: Stephen Ahern
Most Recent Update: Jul 14, 2015

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