High Pines Wealth Management LLC
High Pines Wealth Management LLC is an SEC-registered wealth manager in Duxbury, MA with $184.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns High Pines Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285191, SEC 801-116935, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $184.0M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Duxbury, MA
- Employees
- 5
- Clients
- 163
- CRD
- 285191
- Ownership
- GIBBONS, JIM, MATTHEW; WINN, CHRISTOPHER, EDWARD; GIBBONS, DAWN, WILMA; Gibbons, Dawn, W
How much AUM does High Pines Wealth Management LLC have?
High Pines Wealth Management LLC reported $184.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns High Pines Wealth Management LLC?
Disclosed owners and executives of High Pines Wealth Management LLC include GIBBONS, JIM, MATTHEW, WINN, CHRISTOPHER, EDWARD, GIBBONS, DAWN, WILMA, Gibbons, Dawn, W. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.