Overview
Assets Under Management: $252 million
Headquarters: NORTH ANDOVER, MA
High-Net-Worth Clients: 77
Average Client Assets: $2 million
Frequently Asked Questions
MASSACHUSETTS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160235), MASSACHUSETTS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MASSACHUSETTS WEALTH MANAGEMENT, LLC is headquartered in NORTH ANDOVER, MA.
MASSACHUSETTS WEALTH MANAGEMENT, LLC serves 77 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, MASSACHUSETTS WEALTH MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
MASSACHUSETTS WEALTH MANAGEMENT, LLC manages $252 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, MASSACHUSETTS WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.46
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 499
Discretionary Accounts: 499
Regulatory Filings
CRD Number: 160235
Last Filing Date: 2025-02-27 00:00:00
Website: https://masswealth.com