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| Massachusetts Wealth Management LLC
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|---|---|
| CRD # | 160235 |
| SEC # | 801-112083 |
| CIK # | 0001966011 |
| AUM | 301.5 M (2026-03-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 978-685-1050 |
| Address | 807 Turnpike Street North Andover, MA 01845 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 6.0 | ||
| Chevron Corp | 5.9 | ||
| Citigroup Inc | 5.8 | ||
| Conocophillips | 5.7 | ||
| Apple Inc | 5.5 | ||
| GE Vernova Inc | 5.3 | ||
| Schlumberger Ltd /NV/ | 4.6 | ||
| Caterpillar Inc | 4.4 | ||
| Johnson & Johnson | 4.3 | ||
| General Electric Co | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 82.3 |
| (b) Individuals (high net worth individuals) | 94 | 204.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.9 |
| (h) Charitable organizations | 0 | 10.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 541 | 301.5 |
| By Discretionary | ||
| Discretionary | 541 | 301.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 541 | 301.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 301.5 | |
| Total | 541 | 301.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966011] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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