Massachusetts Wealth Management, LLC
Massachusetts Wealth Management, LLC (CRD# 160235) is a financial advisory firm headquartered in North Andover, MA. They manage $227,471,892 in 447 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Massachusetts Wealth Management, LLC
By the Numbers
-
Total Assets Under Management227MILLION
-
Total Number of Accounts447ACCOUNTS
-
Average Account Value$508,886
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Massachusetts Wealth Management, LLC
1
Samuel Conte (CRD# 2341015) is an Investment Advisor Representative working at Massachusetts Wealth Management, LLC in North Andover, MA and has over 30 years of experience in the finance industry.
2
Kaitlyn Conte (CRD# 6814503) is an Investment Advisor Representative working at Massachusetts Wealth Management, LLC in North Andover, MA and has over 5 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.