Millstone Wealth Partners, LLC

Millstone Wealth Partners, LLC (CRD# 174410) is a financial advisory firm headquartered in Boston, MA. They manage $104,167,228 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $1,509,670
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

MA

Financial Advisors at Millstone Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Grady
CRD#: 4362567
470 Atlantic Avenue, 4th Floor, Boston, MA 02210
93
Wealthminder
score

Matthew Grady (CRD# 4362567) is an Investment Advisor Representative working at Millstone Wealth Partners, LLC in Boston, MA and has over 16 years of experience in the finance industry.

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