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MASSACHUSETTS WEALTH MANAGEMENT, LLC
CRD 160235File 801-112083
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$301.5M
Below cohort median (national)
Discretionary AUM
$301.5M
Clients
324
541 accounts
Employees
3
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 29, 2017
- Principal office
- 807 TURNPIKE STREET, NORTH ANDOVER, MA, 01845
- Phone
- 978-685-1050
- Website
- HTTP://WWW.MASSWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $301.5M
- Discretionary AUM
- $301.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 541
- Non-discretionary accounts
- 0
- Total accounts
- 541
- AUM per client
- $931K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $10.5M |
| High net worth individuals | 94 | $204.7M |
| Pension and profit sharing plans | Fewer than 5 | $3.9M |
| Individuals (other than high net worth individuals) | 230 | $82.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.