TABLEAUX LLC
DBA: TABLEAUX WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $229.7M |
| Discretionary | $204.5M89% of AUM |
| Non-Discretionary | $25.3M |
| Client Accounts | 617 |
| Avg Account Size | $372K |
| Employees | 6 |
| Peak AUM | $229.7MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $230M | +48.9% | — | — | |
| Discretionary AUM | $204M | ||||
Key Metrics
| Total AUM | $229.7M |
| Discretionary | $204.5M |
| Employees | 6 |
| Client Accounts | 617 |
| Client Range | 11-25 |
Contact & Location
Address
80 MAPLE AVENUE
GREAT BARRINGTON MA 01230
Phone
413-264-2400
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$204M
89.0% of AUM
Non-Discretionary
$25M
11.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported