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BUTTERWORTH FINANCIAL LLC

DANVERS, MA · CRD 325026 · IAPD ↗ · butterworthfinancial.net · 617-792-8492

$103.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — BUTTERWORTH FINANCIAL LLC (DANVERS, MA) is newly SEC-registered with $100.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.