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Founder · Wellesley Asset Management, Inc.

Greg Miller

CRD 4552351 · 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 Greg Miller on its Form ADV as Founder, a control person.

Firms and roles

AtlasMembers

Greg’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
1 firmLocked
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)

  • Darlene M. MurphyOwner / Shareholder, 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 Greg on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

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