Essex Private Wealth Management LLC
Essex Private Wealth Management LLC is an SEC-registered wealth manager in Topsfield, MA with $330.5M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Essex Private Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149991, SEC 801-108702, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $330.5M (2026-06-11)
- Firm type
- Wealth Manager
- Location
- Topsfield, MA
- Employees
- 6
- Clients
- 216
- CRD
- 149991
- Ownership
- MULHOLLAND, PETER, EARL; HUNTWICKE CAPITAL GROUP INC.; WOODLAND, BRIAN, ANDREW; HUNTWICKE CAPITAL GROUP, LLC
How much AUM does Essex Private Wealth Management LLC have?
Essex Private Wealth Management LLC reported $330.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Essex Private Wealth Management LLC?
Disclosed owners and executives of Essex Private Wealth Management LLC include MULHOLLAND, PETER, EARL, HUNTWICKE CAPITAL GROUP INC., WOODLAND, BRIAN, ANDREW, HUNTWICKE CAPITAL GROUP, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.