Investment adviser · CRD 299943
MINOT WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
WESTWOOD, MA, United States · Form ADV filed Jan 27, 2022
- Regulatory AUM
- $1.12B Form ADV · Item 5.F
- Client accounts
- 639 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 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 | 125 | $1,096,472,405 | 98.3% |
| Individuals | 34 | $15,762,472 | 1.4% |
| Corporations & businesses | Fewer than 5 | $3,150,759 | 0.3% |
Filing source
Form ADV 1592079 · Jan 27, 2022 · 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: Jan 27, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
690 CANTON STREET, SUITE 245WESTWOOD, MA, 02090, United States
CRD 299943
Filing source
Form ADV 1592079 · Jan 27, 2022 · 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.