MASSACHUSETTS WEALTH MANAGEMENT, LLC
CRD #160235 SEC #801-112083 NORTH ANDOVER, MA 978-685-1050
SEC Registered
Total AUM
$251.6M
Discretionary
$251.6M
Employees
3
Clients
--
Accounts
499
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $251.6M | $251.6M | $0 | 3 | 0 |
| Mar 2024 | $227.5M | $227.5M | $0 | 3 | 0 |
| Apr 2023 | $200.7M | $200.7M | $0 | 3 | 0 |
| Mar 2023 | $200.7M | $200.7M | $0 | 3 | 0 |
| Oct 2022 | $175.3M | $175.3M | $0 | 3 | 0 |
| Mar 2022 | $175.3M | $175.3M | $0 | 2 | 0 |
| Mar 2021 | $145.5M | $145.5M | $0 | 2 | 0 |
| Jun 2020 | $143.3M | $143.3M | $0 | 2 | 0 |
| Mar 2020 | $143.3M | $143.3M | $0 | 2 | 0 |
| Mar 2019 | $102M | $102M | $0 | 2 | 0 |
| Mar 2019 | $103.4M | $103.4M | $0 | 2 | 0 |
| Dec 2018 | $103.4M | $103.4M | $0 | 2 | 0 |
| Mar 2018 | $103.4M | $103.4M | $0 | 2 | 0 |
| Nov 2017 | $100.7M | $100.7M | $0 | 2 | 0 |
| Oct 2017 | $100.7M | $100.7M | $0 | 2 | 0 |
DateFeb 2025
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$227.5M
Discretionary$227.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees2
Clients0
DateDec 2018
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees2
Clients0
DateNov 2017
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees2
Clients0
DateOct 2017
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees2
Clients0