MASSACHUSETTS WEALTH MANAGEMENT, LLC

MASSACHUSETTS WEALTH MANAGEMENT, LLC of NORTH ANDOVER, MA is an SEC-registered investment adviser (CRD 160235). Regulatory assets under management: $301.5M.

Registration

• CRD: 160235
• SEC file number: 801-112083
• Type: Registered investment adviser
• Location: 807 TURNPIKE STREET, NORTH ANDOVER, MA, 01845
• Phone: 978-685-1050
• Latest filing: 2026-03-24
• Regulatory AUM: $301.5M
• Discretionary AUM: $301.5M
• Clients: 3
• Accounts: 541

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160235 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search