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MASSACHUSETTS WEALTH MANAGEMENT, LLC
MASSACHUSETTS WEALTH MANAGEMENT, LLC
NORTH ANDOVER, Massachusetts
·
1 registered advisor
·
CRD# 160235
SEC# 801-112083
0
978-685-1050
01
Firm Overview
AUM
$227M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at MASSACHUSETTS WEALTH MANAGEMENT, LLC
1 registered advisor
Samuel James Conte
NORTH ANDOVER, Massachusetts
CRD# 2341015
05
Office Locations
NORTH ANDOVER, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. MASSACHUSETTS WEALTH MANAGEMENT, LLC (CRD# 160235) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.