MDS Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,767,399
Total clients
26
35% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
13
Average account size
$1,067,977
About
MDS Wealth Advisors provides discretionary portfolio management and related investment advisory services to individuals (including high‑net‑worth clients) and pension or profit‑sharing plans. The firm documents client objectives in individualized Investment Policy Statements and maintains a $100,000 account minimum while overseeing roughly $27.8 million across a small roster of clients.
The firm follows a long‑term trading orientation and generally seeks discretionary authority to implement asset allocation, security selection, and regular portfolio monitoring. Its methods of analysis include fundamental, technical, cyclical and quantitative approaches alongside modern portfolio theory to guide investment decisions.
Notably, the firm has ties to external legal and publishing activities: a principal practices law and the firm issues a subscription newsletter (and is affiliated with a separate investment‑publishing entity), arrangements the brochure identifies as potential sources of conflicts of interest. The combination of a very small advisory team with these outside legal and publishing relationships is atypical for firms of similar scale and is disclosed as potentially influencing how advisory and ancillary services are offered.
Client services
Fee options
$0 - $150,000: 1.75% $150,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.12% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.75%
Account minimum: $100,000 Minimum fee: $2,000 minimum annual fee Fee-only: Asset-based fees with tiered schedule, no commissions
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
MDS Wealth Advisors, LLC
Williamstown MA, United States
Number of offices
1
Forms ADV
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