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ESSEX PRIVATE WEALTH MANAGEMENT LLC
CRD 149991File 801-108702
APPROVED
Retail clients
Filing as of Jun 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$330.5M
Below cohort median (national)
Discretionary AUM
$316.2M
Non-discretionary $14.4M
Clients
216
797 accounts
Employees
6
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 22, 2016
- Principal office
- 7 GROVE STREET, SUITE 201, TOPSFIELD, MA, 01983
- Phone
- (978) 887-5981
- Website
- HTTP://WWW.HUNTWICKE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $330.5M
- Discretionary AUM
- $316.2M
- Non-discretionary AUM
- $14.4M
- Discretionary accounts
- 771
- Non-discretionary accounts
- 26
- Total accounts
- 797
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.3M |
| High net worth individuals | 96 | $299.8M |
| Individuals (other than high net worth individuals) | 120 | $29.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.