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Butterworth Financial LLC

● SEC registered since 2025CRD 325026SEC# 801-134568Danvers, MA
Export (members)
Reg. AUM
$103.3M
Employees
1
Accounts
388
Location
Danvers, MA

Butterworth Financial LLC assets under management

Butterworth Financial LLC operates as an SEC-registered investment adviser based in Danvers, MA. The firm has been registered since 2025. It reports $103.3 million in regulatory assets under management and employs 1 people.

Butterworth Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Mark Spencer Butterworth ControlOwner, CcoOver 75%2023

Frequently asked questions

How much does Butterworth Financial LLC manage?

Butterworth Financial LLC reports $103.3 million in regulatory assets under management on its Form ADV.

How many employees does Butterworth Financial LLC have?

Butterworth Financial LLC reports 1 employees.

Where is Butterworth Financial LLC located?

Butterworth Financial LLC is based in Danvers, MA and has been SEC-registered since 2025.

Does Butterworth Financial LLC disclose fund performance?

Butterworth Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7 Federal Street, Suite 36, Danvers, MA 01923
Phone617-792-8492
FaxN/A
Office hours08:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$103.3M▲ 3%
Sep '25 — $100.3MOct '25 — $100.3MNov '25 — $100.3MDec '25 — $100.3MJan '26 — $103.3MFeb '26 — $103.3MMar '26 — $103.3MApr '26 — $103.3MMay '26 — $103.3MJun '26 — $103.3M
Sep '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$103.3Mregulatory AUM
Discretionary $100.3MNon-discretionary $3M