Essex LLC
Essex LLC is an SEC-registered wealth manager in Deer Park, IL with $649.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Essex LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108352, SEC 801-54274, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $649.3M (2026-01-29)
- Firm type
- Wealth Manager
- Location
- Deer Park, IL
- Employees
- 9
- Clients
- 608
- CRD
- 108352
- Ownership
- HARTWELL, JAMES, WALTER; BRADBURN, CHARLES, DONALD; GOLDBERG, JEFFREY, LEONARD; FREEDMAN, ARTHUR, A; RUTTENBERG, ANDREW, I
How much AUM does Essex LLC have?
Essex LLC reported $649.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Essex LLC?
Disclosed owners and executives of Essex LLC include HARTWELL, JAMES, WALTER, BRADBURN, CHARLES, DONALD, GOLDBERG, JEFFREY, LEONARD, FREEDMAN, ARTHUR, A, RUTTENBERG, ANDREW, I. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.