# MacDonald Wealth Management

MacDonald Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/katie-macdonald-cfp%c2%ae-crpc%c2%ae-cdfa%c2%ae-3079349

## Regulatory record

- **CRD number:** 300063
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300063

## About

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.

## 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.

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Last updated: 2026-08-14T12:30:00.000Z

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