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Massachusetts Wealth Management, LLC

● SEC registered since 2017CRD 160235SEC# 801-112083North Andover, MA
Export (members)
Reg. AUM
$251.6M
Employees
3
Accounts
499
Location
North Andover, MA

Massachusetts Wealth Management, LLC assets under management

Massachusetts Wealth Management, LLC is a registered investment adviser overseen by the SEC based in North Andover, MA. The firm has been registered since 2017. It reports $251.6 million in regulatory assets under management and employs 3 people.
www.masswealth.comView on SEC.gov ↗

Massachusetts Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Samuel James Conte ControlCco/President/Managing MemberOver 75%2011

Frequently asked questions

How much does Massachusetts Wealth Management, LLC manage?

Massachusetts Wealth Management, LLC reports $251.6 million in regulatory assets under management on its Form ADV.

How many employees does Massachusetts Wealth Management, LLC have?

Massachusetts Wealth Management, LLC reports 3 employees.

Where is Massachusetts Wealth Management, LLC located?

Massachusetts Wealth Management, LLC is based in North Andover, MA and has been SEC-registered since 2017.

Does Massachusetts Wealth Management, LLC disclose fund performance?

Massachusetts Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address807 Turnpike Street, North Andover, MA 01845
Phone978-685-1050
Fax978-557-5463
Office hours9a.m.-5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$251.6M
Non-discretionary$0
Total (RAUM)$251.6M