Massachusetts Wealth Management, LLC
Firm details
- Headquarters
- North Andover, Massachusetts
- CRD number
- 160235
- Registered since
- November 29, 2017
- Website
- masswealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.91%
- Individuals27.29%
- Charitable Organizations3.49%
- Pension & Profit Sharing Plans1.3%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Massachusetts Wealth Management, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2017. The firm focuses on fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management. It reports an explicit orientation toward equity investments and indicates it integrates environmental, social and governance considerations into its process.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Cash & Cash Equivalents15%
- Investment Grade Corp Bonds10%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$148M in ETFs
89%
$132M
11%
$16.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $16.2M | 321,015 | 10.95% |
Location
North Andover, MA
Essex
Location
North Andover, MA
Headquartered in North Andover, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 807 Turnpike St
- Time zone
- ET (UTC-5)
- Office locations
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