Updated:
MacDonald Wealth Management
MACDONALD WEALTH MANAGEMENT, LLC is a state-registered investment adviser in MANSFIELD, MA. The firm manages approximately $38 million in assets.
Overview
MACDONALD WEALTH MANAGEMENT, LLC is a state-registered investment adviser in MANSFIELD, MA. The firm manages approximately $38 million in assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What regulatory status does MacDonald Wealth Management have?
MacDonald Wealth Management, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC), per public filings. This registration subjects the firm to regulatory oversight and fiduciary standards.
Is MacDonald Wealth Management related to any other financial entities?
No publicly known affiliations or parent-subsidiary relationships have been disclosed. The firm operates independently as a registered investment advisor.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research MacDonald Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.