CRD: 160235
Massachusetts Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-17-2012
- Office Locations
- 1
Office Locations
About Massachusetts Wealth Management, LLC
Massachusetts Wealth Management is a North Andover, MA RIA providing discretionary portfolio management for individual clients. The firm creates client-specific Investment Policy Statements and actively manages asset allocation across cash, investment-grade bonds (corporate, municipal, Treasuries) and equity exposure focused on S&P-ranked companies, with attention to economic and business cycles to target market-like returns with lower risk. Custody includes Schwab and Fidelity.
Reported data analysis
What the numbers show
Between February 27, 2025 and March 24, 2026, reported AUM increased 19.8%, from $251.6M to $301.5M.
Across 5 reported observations, AUM increased 72.0% between October 3, 2022 and March 24, 2026, from $175.3M to $301.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 324 clients, or 162 clients per representative. That equates to $930.5K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
SAMUEL JAMES CONTE II
Chief Compliance Officer, Managing Member, President
- CRD
- #2341015
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KAITLYN ANN O'Neill
Vice President
- CRD
- #6814503
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $301,486,276 | $557,276 |
| Non-Discretionary | $0 | -- |
| Total | $301,486,276 | $557,276 |
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Separately Managed Accounts
SMA allocation detail is available
Massachusetts Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Massachusetts Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.