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MASSACHUSETTS WEALTH MANAGEMENT, LLC

CRD 160235 · SEC 801-112083

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807 TURNPIKE STREET, NORTH ANDOVER, MA, 01845, United States

Phone

978-685-1050

Fax

978-557-5463

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$301.5M

Discretionary AUM

$301.5M

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals230$82.3M
High net worth individuals94$204.7M

States served

MA, NH

All web addresses on file

Official SEC filing: View on IAPD