Mds Wealth Advisors, LLC

Mds Wealth Advisors, LLC (CRD# 171755) is a financial advisory firm headquartered in , . They manage $20,901,850 in 55 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $380,034
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 - 3 of 3 top financial advisors.
1
Matthew D. Sauer
CRD#: 4956859
Williamstown, MA
93
Wealthminder
score

Matthew Sauer (CRD# 4956859) is an Investment Advisor Representative working at Mds Wealth Advisors, LLC in Williamstown, MA and has over 11 years of experience in the finance industry.

2
Steven M. Diamond
CRD#: 5246020
Williamstown, MA
90
Wealthminder
score

Steven Diamond (CRD# 5246020) is an Investment Advisor Representative working at Mds Wealth Advisors, LLC in Williamstown, MA and has over 10 years of experience in the finance industry.

3
Matthew R. Cowie
CRD#: 6456539
Williamstown, MA
88
Wealthminder
score

Matthew Cowie (CRD# 6456539) is an Investment Advisor Representative working at Mds Wealth Advisors, LLC in Williamstown, MA and has 1 year of experience in the finance industry.

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