# MINOT WEALTH MANAGEMENT LLC

MINOT WEALTH MANAGEMENT LLC of WESTWOOD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 299943
- Type: SEC-registered investment adviser
- SEC file number: 801-114748
- Location: 690 CANTON STREET, SUITE 245, WESTWOOD, MA, 02090
- Phone: (978) 226-4668
- Latest filing: 2022-01-27
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $5.9M
- Clients: 7
- Accounts: 639

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| CORCORAN MICHAEL JOHN | MANGAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; MEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; MEMBER, PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| MULVEY THOMAS PATRICK | MANAGING MEMBER / MANAGING PARTNER | — |
| DONOVAN PATRICK EUGENE | MEMBER / MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299943/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299943/similar
- Related entities: https://search.stillhousedata.com/firm/299943/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299943

---

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.