Mds Wealth Advisors, LLC

Mds Wealth Advisors, LLC (CRD# 171755) is a financial advisory firm headquartered in , . They manage $27,767,399 in 67 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.mdswealthadvisors.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $414,439
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
The map below shows states where this firm has explicit registration only.

LA, MA, TX, VT

Financial Advisors at Mds Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Cowie, financial advisor Williamstown MA
Matthew R. Cowie
CRD#: 6456539
Williamstown, MA

Matthew Cowie (CRD# 6456539) is an Investment Advisor Representative working at Mds Wealth Advisors, LLC in Williamstown, MA and has over 9 years of experience in the finance industry.

2
Matthew Sauer, financial advisor Williamstown MA
Matthew D. Sauer
CRD#: 4956859
Williamstown, MA

Matthew Sauer (CRD# 4956859) is an Investment Advisor Representative working at Mds Wealth Advisors, LLC in Williamstown, MA and has over 19 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals