# MDS Wealth Advisors

MDS Wealth Advisors is a Bank / Wealth / Trust based in Williamstown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Williamstown, United States
- **Region:** North America
- **Address:** 1166 Main St, Williamstown, MA 01267, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** mdswealthadvisors.com
- **LinkedIn:** https://linkedin.com/company/mds-wealth-advisors

## Regulatory record

- **CRD number:** 171755
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171755

## About

MDS Wealth Advisors was founded in 2014 in Williamstown, Massachusetts, as an independent, fee-based registered investment advisor serving individuals, families, and non-profit organizations. The firm states it has over 40 years of combined industry experience on its team. The firm builds client portfolios exclusively from mutual funds and exchange-traded funds, retaining the flexibility to select any investment vehicle for a client's account. It targets long-term retirement savers and emphasizes capital protection alongside growth, tailoring each portfolio to a client's stated objectives and risk tolerance. MDS does not publish asset-class allocations, sector tilts, or named holdings. MDS Wealth Advisors operates from a single office at 1166 Main Street in Williamstown and lists no additional locations. The firm does not publicly disclose assets under management, total deployment, or team headcount. No affiliated philanthropic structures, club memberships, or parallel investment vehicles have been identified. The firm's structural posture — a single-office RIA using third-party fund products with no proprietary strategies — places it in the broad universe of independent advisors competing on planning and relationship service, rather than on sourcing differentiated investment access.

## Questions

### Who runs investment decisions at MDS Wealth Advisors?

MDS Wealth Advisors does not publicly name its principals, portfolio managers, or investment committee members.

### Does MDS Wealth Advisors manage proprietary funds or separate accounts?

The firm builds client portfolios exclusively from mutual funds and ETFs. It does not operate proprietary funds, commingled vehicles, or separately managed accounts, selecting third-party products to align with each client's objectives.

### What client types does MDS Wealth Advisors serve?

MDS Wealth Advisors serves individuals, families, and non-profit organizations. The firm also advises pension and profit-sharing plans and high-net-worth individuals, according to its Altss research record.

### Does MDS Wealth Advisors disclose assets under management?

No. MDS Wealth Advisors does not publicly report assets under management, total client assets, or deployment figures.

### How is MDS Wealth Advisors compensated?

The firm operates on a fee-based model as a registered investment advisor, charging fees for investment advice rather than commissions on product sales. It states this structure aligns its interests with those of its clients.

## Related profiles

- [MDRN Capital](https://altss.com/profile/mdrn-capital)
- [Meach Cove Capital](https://altss.com/profile/meach-cove-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/mds-wealth-advisors

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