$27.0M Total AUM
$27.0M Disc. AUM
-- 3Y CAGR
3 Employees
45 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 02-03-2015
- Office Locations
- 1
Office Locations
-- Williamstown MA
About MDS Wealth Advisors, LLC
MDS Wealth Advisors is an independent, fee-based RIA serving individuals, families, and nonprofit organizations with long-term, goals-based portfolio management. The team builds tailored strategies primarily using mutual funds and ETFs, with flexibility to use other vehicles as needed to balance growth and retirement-focused risk protection. Platforms include major custodians such as Schwab and Fidelity/NFS.
Team overview
45 AVG AGE
$13.5M AVG AUM / ADVISOR
$599.7K AVG AUM / CLIENT
11.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Pathway
Custodian
Ridge Vital glacier Harbor peak
Fund Managers
Value
Investment Themes
Prime horizon
Investment Vehicles
Signal zenith Eagle atlas
Services
Beacon timber Signal frontier Capital radial
Technology
Vector
Owner & Executives
MATTHEW DAVID SAUER
Chief Investment Officer, Wealth Advisor
- CRD
- #4956859
- Ownership
- 75% or more
(599) 866-5985
crest.radial@timbercapital.com
in linkedin.com/in/north-pioneer
Showing 1 of 1 owners & executives
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M
MATTHEW ROBERT COWIE
Vice President
- CRD
- #6456539
(537) 376-9966
signal.crest@eaglecapital.com
in linkedin.com/in/momentum-prime
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,986,241 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,986,241 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,986,241
Public Funds:
31.1% Equity - Exchange:
34.7% Cash:
34.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $158,963,858 | 31.1% |
| Equity - Exchange | $177,364,819 | 34.7% |
| Cash | $174,809,130 | 34.2% |
| Total | $511,137,807 | 100.0% |