# ACCOUNT MANAGEMENT, LLC

ACCOUNT MANAGEMENT, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 110303
- Type: SEC-registered investment adviser
- SEC file number: 801-3548
- Location: 17 ARLINGTON STREET, BOSTON, MA, 02116
- Phone: (617) 236-4200
- Latest filing: 2026-02-27
- Regulatory AUM: $106.2M
- Discretionary AUM: $106.2M
- Clients: 2
- Accounts: 25

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Andrew De Roetth | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Elisabeth Abbe | MEMBER | — |
| DEROETTH PETER | DIRECTOR, PRESIDENT; MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| DEROETTH CHRISTOPHER ANDREW | DIRECTOR, VICE PRESIDENT; MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| ALBRIGHT RICHARD CHARLES | DIRECTOR, VICE PRESIDENT; MEMBER | — |
| ALBRIGHT TIM KEPPEL | CHIEF COMPLIANCE OFFICER | — |
| BURDETTE LOUISA | MEMBER | — |
| ABBE ELISABETH | MEMBER | — |
| DE ROETTH CHRISTOPHER ANDREW | MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-03-06 | regulatory | VIOLATIONS OF SECTIONS 9 V.S.A. § 5501(3). THE FIRM OBTAINED CONSENT FROM AN ELDERLY CLIENT TO CHANGE TRUST AGREEMENT WHEN THEY KNEW, OR SHOULD HAVE KNOWN, CLIENT SUFFERED FROM SENILE DEMENTIA. | Final | $90K |
| 2020-03-06 | regulatory | VIOLATIONS OF SECTIONS 9 V.S.A. ? 5501(3). THE FIRM OBTAINED CONSENT FROM AN ELDERLY CLIENT TO CHANGE TRUST AGREEMENT WHEN THEY KNEW, OR SHOULD HAVE KNOWN, CLIENT SUFFERED FROM SENILE DEMENTIA. | Final | $90K |
| 2019-07-19 | regulatory | VIOLATIONS OF SECTIONS 206(2) OF THE INVESTMENT ADVISERS ACT OF 1940. THE FIRM OBTAINED CONSENT FROM AN ELDERLY CLIENT TO CHANGE TRUST AGREEMENT WHEN THEY KNEW, OR SHOULD HAVE KNOWN, CLIENT SUFFERED FROM SENILE DEMENTIA. | Final | $175K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110303/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110303/similar
- Related entities: https://search.stillhousedata.com/firm/110303/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110303

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.