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Macdonald Wealth Management, LLC

Macdonald Wealth Management, LLC. CRD 300063

Macdonald Wealth Management, LLC logo

CRD: 300063

Macdonald Wealth Management, LLC

Mansfield, MA, 02048
5085009960
www.macdonaldwealth.net
$38.4M Total AUM
$38.4M Disc. AUM
-- 3Y CAGR
2 Employees
212 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
QuantumNorth
Established Date
07-25-2019
Office Locations
1

Office Locations

200 Chauncy Street Suite 210 Mansfield MA

About Macdonald Wealth Management, LLC

MacDonald Wealth Management, LLC is a Mansfield, MA RIA providing holistic financial planning and goal tracking alongside investment advisory services and small-business strategies. Founder and CFP professional Katie MacDonald works with clients across career stages, including families, business owners and those planning wealth transfer. Portfolios are implemented largely with ETFs and public funds, with a dedicated Sport & Entertainment division serving athletes and industry professionals.

Team overview

-- AVG AGE
$38.4M AVG AUM / ADVISOR
$181.2K AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Radial Zenith radial Vertex harbor

Client Personas

Bridge vital Atlas vital Quantum

Custodian

Crest beacon Fusion vertex Vector Alpha Pathway harbor

Investment Themes

North harbor Vector meridian

Investment Vehicles

Summit glacier Timber

Services

Zenith Matrix Element Beacon Wave Ridge Focus meridian

Technology

Signal Ridge vector

Owner & Executives

KATIE ANNE MACDONALD

KATIE ANNE MACDONALD

Financial Advisor, General Partner, Managing Member

CRD
#4836269
Ownership
75% or more
(896) 435-5332
zenith.ember@pioneercapital.com
in linkedin.com/in/bridge-legacy
C

Christopher Michael Dupont

Chief Compliance Officer, Chief Operating Officer

CRD
--
Ownership
Less than 5%
(893) 916-7579
element.capital@radialcapital.com
in linkedin.com/in/vital-catalyst

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $38,421,299 --
Non-Discretionary $0 --
Total $38,421,299 --

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Separately Managed Accounts

Total SMA Asset: $38,421,299

$38.4M Total SMA
Public Funds:
48.4%
Equity - Exchange:
51.6%
Asset class Assets Assets %
Public Funds $2,583,847,236 48.4%
Equity - Exchange $2,754,680,111 51.6%
Total $5,338,527,347 100.0%

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