Essex Private Wealth Management LLC
● SEC registered since 2016CRD 149991SEC# 801-108702Topsfield, MA
Reg. AUM
$330.5M
Employees
6
Accounts
797
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 $330.5 million in regulatory assets under management and employs 6 people.
Essex Private Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Andrew Woodland Control | Managing Memeber | Under 5% | 2009 |
| Huntwicke Capital Group Inc. Control | Owner | Over 75% | 2009 |
| Peter Earl Mulholland | Chief Compliance Officer, Chief Investment Officer And Senior Financial Advisor | Under 5% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Essex Private Wealth Management LLC manage?
Essex Private Wealth Management LLC reports $330.5 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 6 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
| Address | 7 Grove Street, Suite 201, Topsfield, MA 01983 |
| Phone | (978) 887-5981 |
| Fax | (978) 267-3492 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1803087 |
| Discloses disciplinary history | No |
Regulatory AUM
$330.5M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$330.5Mregulatory AUM
Discretionary $316.2MNon-discretionary $14.4M