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

807 Turnpike Street, North Andover, MA 01845

http://www.masswealth.com

By the Numbers

Total Assets Under Management

227

MILLION
Total Number of Accounts

447

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Samuel J. Conte

CRD#: 2341015

807 Turnpike Street, North Andover, MA 01845

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.

Kaitlyn A. Conte

CRD#: 6814503

807 Turnpike Street, North Andover, MA 01845

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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