RIA Intel›Advisers›Massachusetts›JUST WEALTH LLC

JUST WEALTH LLC

Advisory

PITTSFIELD, MA

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in MA

#1,290

of 1,590 advisers by AUM

Average account

$411K

across 67 accounts

AUM per adviser

$28M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$28M

Discretionary %

100%

Clients

38

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$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients38

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, MA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

38 clients

7 high-net-worth

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

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Advisers of similar size in MA

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

CRANSTON CAPITAL MANAGEMENT, LLC

$28M

INSIGHT FINANCIAL STRATEGISTS, LLC

NEWTON, MA

$28M

C.J.GILBERT FINANCIAL LLC

WESTON, MA

$28M

ROSEVIEW INVESTMENT ADVISORS, LLC

BOSTON, MA

$27M

-94.0% 1Y

FAIR WEATHER STRATEGIES LLC

$28M

DYER CAPITAL MANAGEMENT, INC.

MARION, MA

$27M

-10.3% 1Y

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