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Massachusetts Wealth Management
Massachusetts Wealth Management, LLC is an SEC-registered investment adviser in North Andover, MA, registered since 2017. The firm manages approximately $301...
Massachusetts Wealth Management
Massachusetts Wealth Management, LLC is an SEC-registered investment adviser in North Andover, MA, registered since 2017. The firm manages approximately $301 million in assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What regulatory framework governs Massachusetts Wealth Management?
Massachusetts Wealth Management is registered as an RIA, which subjects the firm to SEC oversight and requires its advisors to act as fiduciaries per the Investment Advisers Act of 1940. This imposes duties of care and loyalty toward clients.
What types of clients does Massachusetts Wealth Management serve?
The firm operates as a multi-family office, serving multiple families. Its structure allows it to accommodate clients beyond a single wealthy family, typically high-net-worth individuals, trusts, and estates.
Does Massachusetts Wealth Management invest directly in private companies?
As a wealth manager, the firm likely offers clients access to private market investments, including direct co-investments, private equity fund commitments, and real estate. Specific deal-level involvement is not publicly disclosed.
What investment stages does Massachusetts Wealth Management typically target?
The firm's stage focus is not publicly documented. As a multi-family office, it may allocate across liquid public markets and illiquid private assets, adjusting based on client mandates.
Does Massachusetts Wealth Management maintain philanthropic structures?
No public information identifies philanthropic foundations or donor-advised funds associated with this firm. Client-specific charitable planning, however, may be offered as part of its wealth management services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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