MASSACHUSETTS WEALTH MANAGEMENT, LLC

807 Turnpike Street
North Andover, Massachusetts 01845
Tel: 978-685-1050

About MASSACHUSETTS WEALTH MANAGEMENT, LLC

MASSACHUSETTS WEALTH MANAGEMENT, LLC, formally registered with the SEC as MASSACHUSETTS WEALTH MANAGEMENT, LLC. The firm was established in 11/29/2017. They have over 1 offices throughout the country.

MASSACHUSETTS WEALTH MANAGEMENT, LLC is a North Andover, Massachusetts based Financial Planning firm with nearly $251,566,597 assets under management, offering retirement planning & investment advisory services to 499 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160235
SEC#	801-112083
Assets Managed by Firm	$251,566,597
No. of Clients	499
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	499	$251,566,597
Individuals (other than high net worth individuals)	228	$79,146,547
High net worth individuals	77	$159,632,229
Pension and profit sharing plans	Fewer than 5 clients	$3,381,479
Charitable organizations	Fewer than 5 clients	$9,406,342

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