# S & D Wealth Management, LLC

> S & D Wealth Management, LLC is a state-registered investment advisory firm in Westborough, MA, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated January 19, 2026.

- CRD: 166167
- Filed as: S & D WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westborough, MA
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166167
- AdvisorCensus page: https://advisorcensus.com/firm/s-and-d-wealth-management-llc-westborough-ma-166167

## Quick answers

**How is S & D Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), S & D Wealth Management, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is S & D Wealth Management, LLC located?**
S & D Wealth Management, LLC's principal office is in Westborough, MA, according to its Form ADV.

**Is S & D Wealth Management, LLC registered with the SEC or a state?**
S & D Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 166167.

**Does S & D 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166167

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2012 (13 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. S & D Wealth Management, LLC (CRD 166167): Form ADV filing data as of October 2026.