RIA Intel›Advisers›Massachusetts›GROWTHFOCUS WEALTH MANAGEMENT LLC

GROWTHFOCUS WEALTH MANAGEMENT LLC

Advisory

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in MA

#1,383

of 1,590 advisers by AUM

Average account

$410K

across 38 accounts

AUM per adviser

$16M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$16M

Discretionary %

100%

Clients

14

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

14 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

HARBOR POINT CAPITAL MANAGEMENT, LLC

WOBURN, MA

$16M

TANIN, TUNC

CAMBRIDGE, MA

$16M

FG&G FINANCIAL SERVICES, LLC

DANVERS, MA

$15M

WEALTHMIND FINANCIAL PLANNING LLC

$15M

FINANCIAL STRATEGIES, LLC

$15M

RHOTOPIA FINANCIAL

MILTON, MA

$15M

Get the full picture on GROWTHFOCUS WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GROWTHFOCUS WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans