1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MASSACHUSETTS WEALTH MANAGEMENT, LLC

Map pinNORTH ANDOVER, MA
Phone978-685-1050
NotebookSEC #801-112083
Total AUM
$301.5M
Employees
3
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
807 TURNPIKE STREET
NORTH ANDOVER
MA 01845
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
978-685-1050

ReceiptFinancials

Total AUM
$301.5M
Accounts
541
Discretionary
$301.5M
Accounts
541
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
230
AUM
$82.3M
HNW Individual Clients
94
AUM
$204.7M
Pension/Profit Sharing Plan Clients
1
AUM
$3.9M
Charitable Organization Clients
1
AUM
$10.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account