RIA Intel›Advisers›Massachusetts›MDS WEALTH ADVISORS, LLC

MDS WEALTH ADVISORS, LLC

Advisory

MA

Data as of May 21, 2026 · Source: SEC Form ADV

Rank in MA

#1,296

of 1,590 advisers by AUM

Average account

$519K

across 52 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed May 21, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, MA, TX, VT

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

23 clients

10 high-net-worth

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

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