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ESSEX PRIVATE WEALTH MANAGEMENT LLC

CRD 149991 · SEC 801-108702

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7 GROVE STREET, SUITE 201, TOPSFIELD, MA, 01983, United States

Phone

(978) 887-5981

Fax

(978) 267-3492

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$330.5M

Discretionary AUM

$316.2M

Team

6 total employees; 5 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-06-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals120$29.5M
High net worth individuals96$299.8M

States served

VT, CA, ME, MA, NY, PA, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD