High Pines Wealth Management LLC
● SEC registered since 2019CRD 285191SEC# 801-116935Duxbury, MA
Reg. AUM
$184M
Employees
5
Accounts
464
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 $184 million in regulatory assets under management and employs 5 people.
High Pines Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dawn Wilma Gibbons Control | Member | Under 5% | 2017 |
| Jim Matthew Gibbons Control | Principal And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does High Pines Wealth Management LLC manage?
High Pines Wealth Management LLC reports $184 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
| Address | 40 Tremont Street, Suite 62, Duxbury, MA 02332 |
| Phone | (617) 580-3141 |
| Fax | (617) 463-9012 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1855571 |
| Discloses disciplinary history | No |
Regulatory AUM
$184M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$184Mregulatory AUM
Discretionary $173.4MNon-discretionary $10.6M