Massachusetts Wealth Management, LLC
● SEC registered since 2017CRD 160235SEC# 801-112083North Andover, MA
Reg. AUM
$301.5M
Employees
3
Accounts
541
Location
North Andover, MA
Massachusetts Wealth Management, LLC assets under management
Massachusetts Wealth Management, LLC is a registered investment adviser overseen by the SEC based in North Andover, MA. The firm has been registered since 2017. It reports $301.5 million in regulatory assets under management and employs 3 people.
Massachusetts Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Samuel James Conte Control | Cco/President/Managing Member | Over 75% | 2011 |
Frequently asked questions
How much does Massachusetts Wealth Management, LLC manage?
Massachusetts Wealth Management, LLC reports $301.5 million in regulatory assets under management on its Form ADV.
How many employees does Massachusetts Wealth Management, LLC have?
Massachusetts Wealth Management, LLC reports 3 employees.
Where is Massachusetts Wealth Management, LLC located?
Massachusetts Wealth Management, LLC is based in North Andover, MA and has been SEC-registered since 2017.
Does Massachusetts Wealth Management, LLC disclose fund performance?
Massachusetts Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 807 Turnpike Street, North Andover, MA 01845 |
| Phone | 978-685-1050 |
| Fax | 978-557-5463 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$301.5M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$301.5Mregulatory AUM
Discretionary $301.5M