# MASSACHUSETTS WEALTH MANAGEMENT, LLC

MASSACHUSETTS WEALTH MANAGEMENT, LLC of NORTH ANDOVER, MA is an SEC-registered investment adviser.

## Registration

- CRD: 160235
- Type: SEC-registered investment adviser
- SEC file number: 801-112083
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Samuel James Conte | CCO/PRESIDENT/MANAGING MEMBER | — |
| CONTE SAMUEL JAMES | CCO; CCO/PRESIDENT/MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160235/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160235/similar
- Related entities: https://search.stillhousedata.com/firm/160235/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160235

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.