Massachusetts Wealth Management, LLC
Massachusetts Wealth Management, LLC is an SEC-registered mass-market adviser in North Andover, MA with $301.5M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Massachusetts Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160235, SEC 801-112083, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $301.5M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- North Andover, MA
- Employees
- 3
- Clients
- 324
- CRD
- 160235
- Ownership
- CONTE, SAMUEL, JAMES
How much AUM does Massachusetts Wealth Management, LLC have?
Massachusetts Wealth Management, LLC reported $301.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Massachusetts Wealth Management, LLC?
Disclosed owners and executives of Massachusetts Wealth Management, LLC include CONTE, SAMUEL, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.