SEC Form ADV · CIK 1803087

ESSEX PRIVATE WEALTH MANAGEMENT LLC

Firm profile: Essex Private Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA

$330.5M

Assets Under Management

Employees

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Registration Details

CIK: 1803087
Accession: crd-149991
Location: TOPSFIELD, MA
Filing Date: June 11, 2026
AUM: $330.5M
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

ESSEX PRIVATE WEALTH MANAGEMENT LLC is a registered investment adviser headquartered in TOPSFIELD, MA, managing approximately $330.5M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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