MINOT WEALTH MANAGEMENT LLC

WESTWOOD, Massachusetts·3 registered advisors·CRD# 299943

SEC# 801-1147480(978) 226-4668

01

Firm Overview

AUM

$1.1B

Regulatory assets under management

Employees

7

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at MINOT WEALTH MANAGEMENT LLC

3 registered advisors

Brian Patrick Mulvey

WESTWOOD, Massachusetts

Patrick Eugene Donovan

WESTWOOD, Massachusetts

William John Corcoran

WESTWOOD, Massachusetts

05

Office Locations

WESTWOOD, Massachusetts

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Data sourced from SEC Form ADV filings. MINOT WEALTH MANAGEMENT LLC (CRD# 299943) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.