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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONTE, SAMUEL, JAMES | I | CCO | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
| CONTE, SAMUEL, JAMES | I | CCO/PRESIDENT/MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Feb 27, 2025 REGISTERED
Notice Filings (4)
CT MA NH TX
Address
807 TURNPIKE STREETNORTH ANDOVER, MA 01845
United States
Phone: 978-685-1050