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| Massachusetts Wealth Management LLC
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| |
|---|---|
| CRD # | 160235 |
| SEC # | 801-112083 |
| CIK # | 0001966011 |
| AUM | $227.5 MM (2024-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 978-685-1050 |
| Address | 807 Turnpike Street North Andover, MA 01845 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 4.7 | |
| JPM | 340,169.2 | 4.4 | |
| MSFT | 1,918,222.4 | 4.3 | |
| XOM | 385,508.3 | 4.3 | |
| COP | 123,162.3 | 3.6 | |
| CVX | 294,604.1 | 3.5 | |
| BAC | 278,315.2 | 2.8 | |
| MRK | 232,371.9 | 2.8 | |
| SLB | 52,255.6 | 2.7 | |
| C | 91,678.1 | 2.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 71.9 |
| (b) Individuals (high net worth individuals) | 69 | 148.0 |
| (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 | 2.5 |
| (h) Charitable organizations | 0 | 5.1 |
| (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 | 447 | 227.5 |
| By Discretionary | ||
| Discretionary | 447 | 227.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 447 | 227.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.5 | |
| Total | 447 | 227.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001966011] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Friedlander Brenda S
✚
|
CA | 0.2 |
|
Transitus Wealth Partners LLC
✚
|
NC | 0.2 |
|
Verisail Partners LLC
✚
|
GA | 0.2 |
|
Envision Financial LLC
✚
|
WI | 0.2 |
|
Wela Strategies Inc
✚
|
GA | 0.2 |
|
Agate PASS Investment Management LLC
✚
|
WA | 0.2 |
|
Spraker West Wealth Management Inc
✚
|
FL | 0.2 |
|
Apricus Wealth LLC
✚
|
SC | 0.2 |
|
Avalon Advisory Group LLC
✚
|
PA | 0.2 |
|
Beacon Wealthcare LLC
✚
|
NC | 0.2 |