Investment adviser · CRD 160235
MASSACHUSETTS WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
NORTH ANDOVER, MA, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $301M Form ADV · Item 5.F
- Client accounts
- 541 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 94 | $204,745,668 | 67.9% |
| Individuals | 230 | $82,273,951 | 27.3% |
| Charities | Fewer than 5 | $10,534,142 | 3.5% |
| Retirement plans | Fewer than 5 | $3,932,515 | 1.3% |
Filing source
Form ADV 2077643 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
807 TURNPIKE STREETNORTH ANDOVER, MA, 01845, United States
CRD 160235
Filing source
Form ADV 2077643 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.