RIA Intel›Advisers›Massachusetts›MACDONALD WEALTH MANAGEMENT, LLC

MACDONALD WEALTH MANAGEMENT, LLC

Advisory

MANSFIELD, MA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MA

#1,216

of 1,590 advisers by AUM

Average account

$138K

across 278 accounts

AUM per adviser

$38M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$38M

Discretionary %

100%

Clients

187

Employees

2

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$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients187

Team

Total Employees2

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH, RI, TX

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.

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Owners & Officers

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

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Client Demographics

187 clients

11 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.

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MARTINELLI DISCENZA INVESTMENT COUNSEL, INC.

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-5.8% 1Y

LIGHTHOUSE ASSET MANAGEMENT LLC

GLOUCESTER, MA

$38M

0.0% 1Y

BURTON, WILLIAM LAWRENCE

SAUGUS, MA

$38M

BENTLEY WEALTH MANAGEMENT, LLC

MARBLEHEAD, MA

$39M

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