NORTH ANDOVER, MACRD 160235Latest ADV March 24, 2026
Massachusetts Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Andover, MA. Its latest Form ADV filing, dated March 24, 2026, reports $301M in regulatory assets under management, 3 employees, and 541 accounts.
Assets Under Management
$301M
Employees
3
Offices
--
Total Clients
324
Primary office
NORTH ANDOVER, MA
807 TURNPIKE STREET, NORTH ANDOVER, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.0% of total clients.
Top client categories% of clientsClients
1
Individuals
71.0%
230
2
HNWI
29.0%
94
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$301Mas of March 24, 2026
Discretionary100.0%
$301M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$301M
Total Accounts541
10Y AUM Change+$201M (+199.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee108:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.