Wealth Management Partners, Inc.

Massachusetts
Registered In
06/04/1998
Incorp. Date

Company Summary

Wealth Management Partners, Inc. in Beverly, MA lists Frederick V Mcdonald Jr. of Beverly, MA and Frederick V. Mcdonald Jr. of Manchester-By-The-Sea, MA

Registered In
Massachusetts
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Profit Corporation
Status
Inactive
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
Frederick Tucker Mcdonald Registered Agent
152 CONANT STREET S 201, BEVERLY, MA 01915
Frederick V Mcdonald Jr. President
152 CONANT STREET S 201, BEVERLY, MA 01915
Frederick V. Mcdonald Jr. Director
12 SKYTOP DR, Manchester-by-the-Sea, MA 01944
Frederick V. Mcdonald Jr. Secretary
12 SKYTOP DR, Manchester-by-the-Sea, MA 01944
Frederick V. Mcdonald Jr. TREASURER
12 SKYTOP DR, Manchester-by-the-Sea, MA 01944
152 CONANT STREET S 201, BEVERLY, MA 01915 View Map

Financial Information for Wealth Management Partners, Inc.

Form 5500

WEALTH MANAGEMENT PARTNERS, INC.

152 Conant ST STE 201, Beverly, Ma 01915 (781) 246-0222 EIN:04-3424534 Plan Admin:Frederick Mcdonald
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2021 Plan NameWEALTH MANAGEMENT PARTNERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$105,389 / $137,602 2021 WEALTH MANAGEMENT PARTNERS, INC. 401(K) PLAN - Plan #001 4 / 4 $105,389 / $137,602
2020 Plan NameWEALTH MANAGEMENT PARTNERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$92,492 / $105,389 2020 WEALTH MANAGEMENT PARTNERS, INC. 401(K) PLAN - Plan #001 4 / 4 $92,492 / $105,389
2019 Plan NameWEALTH MANAGEMENT PARTNERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$100,191 / $92,492 2019 WEALTH MANAGEMENT PARTNERS, INC. 401(K) PLAN - Plan #001 5 / 4 $100,191 / $92,492
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WEALTH MANAGEMENT PARTNERS, INC.

152 Conant Street, Suite 201, BEVERLY, MA 01915-1600
Loan Date Approved Forgiven Lender Jobs
05/04/2020 Approved$60,960 Forgiven$61,395 LenderNorth Shore Bank, a Co-operative Bank Jobs6 05/04/2020 $60,960 $61,395 North Shore Bank, a Co-operative Bank 6
PPP Loans based on Paycheck Protection Program.
Address Match:152 Conant Street S 201 Beverly, MA
Exit The Family Business, LLC Registered in Massachusetts
Beverly, MA Manchester-By-The-Sea, MA View Report
U S Advisory Group LLC Registered in Massachusetts
Beverly, MA View Report
Related Business Names:
Michigan View Report
Brighton, MI View Report
Mill Creek, WA View Report
Partners Wealth Management, Inc. Registered in Virginia
Naperville, IL Richmond, VA View Report
Partners Wealth Management, Inc. Registered in Wyoming
Cheyenne, WY View Report
Athens, GA Watkinsville, GA View Report
Marietta, GA View Report
Partners Wealth Management, Inc. Registered in Nevada
Las Vegas, NV View Report
Roy, UT View Report
Wealth Management Partners, Inc. Registered in Florida
Wilton Manors, FL View Report
Wealth Management Partners, Inc. Registered in Nevada
Pleasant Grove, UT View Report
Person/City Match:Frederick V Mcdonald Jr - Beverly, MA
St Johns Holdings, LLC Registered in Massachusetts
Beverly, MA Wakefield, MA View Report
Person/City Match:Frederick V Mcdonald Jr - Manchester-By-The-Sea, MA
U. S. Advisory Group, Inc. Registered in Massachusetts
Manchester-By-The-Sea, MA Wakefield, MA View Report

The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States