Mds Wealth Advisors, LLC

Mds Wealth Advisors, LLC (CRD# 171755) is a financial advisory firm headquartered in , . They manage $23,510,600 in 81 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $290,254
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 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 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 18 years of experience in the finance industry.

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