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- Custodian
- Charles Schwab & Company · Fidelity/NFS · UBS
- Clients
- Retail and Institutional
- Platforms
- Prime meridian
- 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.
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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
Total SMA Asset: $301,486,276
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,605,993,535 | 19.7% |
| Cash | $1,858,713,330 | 22.8% |
| Corporate - Investment Grade | $1,769,038,564 | 21.7% |
| U.S. Government/Agency | $1,418,491,752 | 17.4% |
| Municipal Bonds | $1,500,014,266 | 18.4% |
| Total | $8,152,251,447 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER SUMMIT | MERIDIAN PATHWAY | PUU6EL06B | IKIHI | 4.75% | $86,823,570 |
| QUANTUM FRONTIER GLACIER | UNISON HORIZON | VCMK6HNLP | KKPI | 3.73% | $68,314,097 |
| CATALYST INSIGHT | MERIDIAN VECTOR | JKJSXAS1I | XBACD | 11.07% | $88,380,092 |
| ALPHA INSIGHT | CAPITAL CATALYST | 9KBJ9ETO6 | UIT | 2.97% | $11,497,226 |
| FUSION OPTIMA | BRIDGE VITAL | TDGCA4PBI | HTIR | 5.43% | $7,209,657 |
| CATALYST VERTEX | ZENITH WAVE | 092QIS6HY | TSFT | 9.04% | $19,148,280 |
| ATLAS ZENITH ZENITH | MOMENTUM BEACON | 3TGZN5TT5 | BPIGY | 0.61% | $27,868,336 |
| VECTOR CAPITAL | ATLAS ZENITH | XPLXPX1P8 | ZIO | 9.23% | $83,234,386 |