RIA Intelligence

WEALTH MANAGEMENT ADVISORS, LLC

CRD #117764 SEC #801-79646 TEWKSBURY, MA 978-970-3400
SEC Registered
Total AUM
$321.8M
Discretionary
$316.4M
Employees
4
Clients
101
Accounts
903

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2021
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROWELL, BARBARA, JEANIMEMBERNA
ROWELL, BARBARA, JEANIMEMBERNA
ROWELL, BARBARA, JEANIMEMBERNA
ROWELL, BARBARA, JEANIMEMBERNA
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOE Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOD Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOD Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOD Control
AHERN, STEPHEN, PATRICKIPRESIDENT, DIRECTOR, CCOD Control
FORD, ARTHUR, VINCENTIDIRECTOR, MANAGER, MEMBERB
FORD, ARTHUR, VINCENTIDIRECTOR, MANAGER, MEMBERB
FORD, ARTHUR, VINCENTIDIRECTOR, MANAGER, MEMBERB
COMTOIS, CHARLES, HENRYIMEMBERA
COMTOIS, CHARLES, HENRYIMEMBERA
COMTOIS, CHARLES, HENRYIMEMBERA
COMTOIS, CHARLES, HENRYIMEMBERA
COMTOIS, CHARLES, HENRYIMEMBERA
COMTOIS, CHARLES, HENRYIMEMBERA
COMTOIS, CHARLES, HENRYIMEMBERA
COMTOIS, CHARLES, HENRYIMEMBERA
COMTOIS, CHARLES, HENRYIMEMBERA
COMTOIS, CHARLES, HENRYIMEMBERA
COMTOIS, CHARLES, HENRYIMEMBERA
ROWELL, BARBARA, JEANIMEMBERA
ROWELL, BARBARA, JEANIMEMBERA
ROWELL, BARBARA, JEANIMEMBERA
ROWELL, BARBARA, JEANIMEMBERA
ROWELL, BARBARA, JEANIMEMBERA
ROWELL, BARBARA, JEANIMEMBERA
ROWELL, BARBARA, JEANIMEMBERA

Registrations

Federal

IA
Mar 30, 2021 REGISTERED

Notice Filings (4)

FL MA NH PA

Address

600 CLARK ROAD
4TH FLOOR
TEWKSBURY, MA 01876
United States
Phone: 978-970-3400