Northeastern Wealth Management, LLC

Northeastern Wealth Management, LLC (CRD# 167101) is a financial advisory firm headquartered in Bedford, NH. They manage $7,000,000 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $102,941
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.

NH

Financial Advisors at Northeastern Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Frank C. Stama
CRD#: 4956271
10 Commerce Park North, Suite 13 A, Bedford, NH 03110
93
Wealthminder
score

Frank Stama (CRD# 4956271) is an Investment Advisor Representative working at Northeastern Wealth Management, LLC in Bedford, NH and has over 10 years of experience in the finance industry.

2
Charles W. Therriault
CRD#: 5643672
10 Commerce Park North, Suite 13 A, Bedford, NH 03110
81
Wealthminder
score

Charles Therriault (CRD# 5643672) is an Investment Advisor Representative working at Northeastern Wealth Management, LLC in Bedford, NH and has over 7 years of experience in the finance industry.

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