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Essex Private Wealth Management LLC

● SEC registered since 2016CRD 149991SEC# 801-108702Topsfield, MA
Export (members)
Reg. AUM
$293.6M
Employees
5
Accounts
762
Location
Topsfield, MA

Essex Private Wealth Management LLC assets under management

Essex Private Wealth Management LLC is a registered investment adviser overseen by the SEC based in Topsfield, MA. The firm has been registered since 2016. It reports $293.6 million in regulatory assets under management and employs 5 people.
www.huntwicke.comView on SEC.gov ↗

Essex Private Wealth Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Brian Andrew Woodland ControlManaging MemeberUnder 5%2009
Huntwicke Capital Group Inc. ControlOwnerOver 75%2009
Peter Earl MulhollandChief Compliance Officer, Chief Investment Officer And Senior Financial AdvisorUnder 5%2009
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Frequently asked questions

How much does Essex Private Wealth Management LLC manage?

Essex Private Wealth Management LLC reports $293.6 million in regulatory assets under management on its Form ADV.

How many employees does Essex Private Wealth Management LLC have?

Essex Private Wealth Management LLC reports 5 employees.

Where is Essex Private Wealth Management LLC located?

Essex Private Wealth Management LLC is based in Topsfield, MA and has been SEC-registered since 2016.

Does Essex Private Wealth Management LLC disclose fund performance?

Essex Private Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7 Grove Street, Suite 201, Topsfield, MA 01983
Phone(978) 887-5981
Fax(978) 267-3492
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1803087
Discloses disciplinary historyNo

Assets under management

Discretionary$281.2M
Non-discretionary$12.4M
Total (RAUM)$293.6M