Falists
← Back to search

HIGH PINES WEALTH MANAGEMENT LLC

CRD 285191 · SEC 801-116935

Visit website

40 TREMONT STREET, SUITE 62, DUXBURY, MA, 02332, United States

Phone

(617) 580-3141

Fax

(617) 463-9012

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$184.0M

Discretionary AUM

$173.4M

Team

5 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals89$16.1M
High net worth individuals74$159.5M

States served

MA, MI, NY, OR, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD