# Massachusetts Wealth Management, LLC

> Massachusetts Wealth Management, LLC is an SEC-registered investment advisory firm in North Andover, MA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 160235
- Filed as: MASSACHUSETTS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: North Andover, MA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160235
- AdvisorCensus page: https://advisorcensus.com/firm/massachusetts-wealth-management-llc-north-andover-ma-160235

## Quick answers

**How is Massachusetts Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Massachusetts Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Massachusetts Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Up to $4,000,000: 1% a year; $4,000,000 to $10,000,000: 0.75% a year; Above $10,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Massachusetts Wealth Management, LLC located?**
Massachusetts Wealth Management, LLC's principal office is in North Andover, MA, according to its Form ADV.

**Is Massachusetts Wealth Management, LLC registered with the SEC or a state?**
Massachusetts Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 160235.

**How much does Massachusetts Wealth Management, LLC manage?**
Massachusetts Wealth Management, LLC reports $301,486,276 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Massachusetts Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Massachusetts Wealth Management, LLC: Regulatory assets under management: $145,494,239 in the October 2021 data and $301,486,276 in the October 2026 data, up 107%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Massachusetts Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (230); high net worth individuals (94).

**Which custodians does Massachusetts Wealth Management, LLC use?**
Massachusetts Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., National Financial Services LLC and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Massachusetts Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160235

**What changed in Massachusetts Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $251,566,597 to $301,486,276 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Up to $4,000,000: 1% a year
- $4,000,000 to $10,000,000: 0.75% a year
- Above $10,000,000: 0.5% a year

> The annual fee for the Firm’s Discretionary Investment Management Services is charged as a percentage of assets under management (“AUM”) according to the graduated fee table below.

> Less than $4 million 1.00% $4,000,000 - $10,000000 0.75% Over $10 million 0.50%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC
- UBS Financial Services Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $301,486,276
- Discretionary: $301,486,276
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 230 | $82,273,951 |
| High net worth individuals | 94 | $204,745,668 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,932,515 |
| Charitable organizations | Fewer than 5 | $10,534,142 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (8 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- masswealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $145,494,239 | 2 | March 4, 2021 |
| October 2022 | $175,272,700 | 2 | March 10, 2022 |
| October 2023 | $200,717,513 | 3 | April 19, 2023 |
| October 2024 | $227,471,892 | 3 | March 28, 2024 |
| October 2025 | $251,566,597 | 3 | February 27, 2025 |
| October 2026 | $301,486,276 | 3 | March 24, 2026 |

Regulatory assets under management: $145,494,239 in the October 2021 data and $301,486,276 in the October 2026 data, up 107%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $251,566,597 to $301,486,276 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Massachusetts Wealth Management, LLC (CRD 160235): Form ADV filing data as of October 2026.