MACDONALD WEALTH MANAGEMENT, LLC

MACDONALD WEALTH MANAGEMENT, LLC of MANSFIELD, MA is an SEC-registered investment adviser (CRD 300063). Regulatory assets under management: $38.4M.

Registration

• CRD: 300063
• Type: Registered investment adviser
• Location: 200 CHAUNCY STREET, MANSFIELD, MA, 02048
• Phone: 508-500-9960
• Latest filing: 2026-03-31
• Regulatory AUM: $38.4M
• Discretionary AUM: $38.4M
• Clients: 2
• Accounts: 278

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300063 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search