RIA Intelligence

MINOT WEALTH MANAGEMENT LLC

CRD #299943 SEC #801-114748 WESTWOOD, MA (978) 226-4668
SEC Registered Disclosures
Total AUM
$815.6M
Discretionary
$810.8M
Employees
7
Clients
26
Accounts
523
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 1, 2021
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CORCORAN, WILLIAM, JOHNIMEMBER, PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERE Control
CORCORAN, WILLIAM, JOHNIMANGAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
MULVEY, BRIAN, PATRICKIMANAGING MEMBER / MANAGING PARTNERE Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
CORCORAN, WILLIAM, JOHNIMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control
DONOVAN, PATRICK, EUGENEIMEMBER / MANAGING PARTNERB Control

Registrations

Federal

IA
Nov 1, 2021 REGISTERED

Notice Filings (6)

CA FL LA MA NH TX

Address

690 CANTON STREET
SUITE 245
WESTWOOD, MA 02090
United States
Phone: (978) 226-4668