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

MASSACHUSETTS WEALTH MANAGEMENT, LLC

Advisory

N·NORTH ANDOVER, MA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$301M
1-Year AUM Growth
+13.3%
3-Year CAGR
+15.7%
Employees
2
Assets Under Management
Total AUM$301M
Discretionary AUM$301M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients305
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record14
First FilingOct 27, 2017
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 14 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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