S & D Wealth Management, LLC
Firm details
- Headquarters
- Westborough, Massachusetts
- CRD number
- 166167
- Fee structure
- Other
Firm profile
FINTRXOverview
S & D Wealth Management, LLC is organized as a limited liability company and is classified as an institutional registered investment adviser. The firm is individually owned and does not identify as a capital allocator or as a multi-state adviser. It is not flagged as an active ESG investor, nor as a pension consultant or related adviser. The firm's stated fee structure is listed as "other," indicating it does not report a standard asset-based, hourly, or commission model in the provided data. An industry affiliation with accounting professionals is noted.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
David Degon
Senior PartnerCRD 6136631
Michael Stowe
Owner, PartnerCRD 6136305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westborough, MA
Worcester
Location
Westborough, MA
Headquartered in Westborough, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 95 A Turnpike Rd
- Time zone
- ET (UTC-5)
- Office locations
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