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

797

Total Clients

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Registration Details

CIK: 1803087
Accession: CRD-149991
Location: TOPSFIELD, MA
Filing Date: March 20, 2026
AUM: $330.5M
Total Clients: 797
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

ESSEX PRIVATE WEALTH MANAGEMENT LLC is a registered investment adviser headquartered in TOPSFIELD, MA, managing approximately $330.5M in assets across 797 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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