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High Pines Wealth Management LLC

● SEC registered since 2019CRD 285191SEC# 801-116935Duxbury, MA
Export (members)
Reg. AUM
$159.2M
Employees
5
Accounts
407
Location
Duxbury, MA

High Pines Wealth Management LLC assets under management

High Pines Wealth Management LLC is a registered investment adviser overseen by the SEC based in Duxbury, MA. The firm has been registered since 2019. It reports $159.2 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/high-pines-wealth-management-llcView on SEC.gov ↗

High Pines Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Dawn Wilma Gibbons ControlMemberUnder 5%2017
Jim Matthew Gibbons ControlPrincipal And Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does High Pines Wealth Management LLC manage?

High Pines Wealth Management LLC reports $159.2 million in regulatory assets under management on its Form ADV.

How many employees does High Pines Wealth Management LLC have?

High Pines Wealth Management LLC reports 5 employees.

Where is High Pines Wealth Management LLC located?

High Pines Wealth Management LLC is based in Duxbury, MA and has been SEC-registered since 2019.

Does High Pines Wealth Management LLC disclose fund performance?

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

Contact & registration

Address40 Tremont Street, Suite 62, Duxbury, MA 02332
Phone(617) 580-3141
Fax(617) 463-9012
Office hours8:30a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1855571
Discloses disciplinary historyNo

Assets under management

Discretionary$148.2M
Non-discretionary$11M
Total (RAUM)$159.2M