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MACDONALD WEALTH MANAGEMENT, LLC
CRD 300063
200 CHAUNCY STREET, SUITE 210, MANSFIELD, MA, 02048, United States
Phone
508-500-9960
Fax
508-500-9961
Registration
— (—)
Source
State registered
Total AUM
$38.4M
Discretionary AUM
$38.4M
Team
2 total employees; 1 advisory reps; 25 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 176 | $26.0M |
| High net worth individuals | 11 | $12.3M |
All web addresses on file
- https://www.linkedin.com/in/katie-macdonald-cfp%C2%AE-crpc%C2%AE-cdfa%C2%AE-3079349/
- https://www.macdonaldwealth.net/
- https://www.youtube.com/c/FinanciallyFitwithKatie
- https://instagram.com/financiallyfitwithkatie?igshid=733ysz7hp3ph
- https://www.facebook.com/FinanciallyFitwithKatie
- https://www.facebook.com/MacDonald Wealth Management, LLC
Official SEC filing: View on IAPD