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Owner / Shareholder · Wellesley Asset Management, Inc.

Darlene M. Murphy

CRD 4552364 · Named on Form ADV at one SEC-registered adviser

At a glance

Wellesley Asset Management, Inc., an SEC-registered asset manager based in Portsmouth, NH with $2.0 billion in regulatory assets, lists Darlene M. Murphy on its Form ADV as Owner / Shareholder.

Firms and roles

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Darlene’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

  • Greg MillerFounder, Wellesley Asset Management, Inc.
  • Michael D. MillerChief Executive Officer / Co-Trustee of the Michael Miller Irrevocable Trust of 2025, Wellesley Asset Management, Inc.
  • Maureen P. HernbergTrustee of the Darlene M. Murphy Trust - 2011, Wellesley Asset Management, Inc.
  • Samuel S. JohnsonTrustee of the Michael David Miller Trust - 2011, Wellesley Asset Management, Inc.
  • Dawn M. BailliePresident, Wellesley Asset Management, Inc.

5 more people named with Darlene on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Darlene’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.