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HIGH PINES WEALTH MANAGEMENT LLC
CRD 285191File 801-116935
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$184.0M
Bottom 25% of cohort (national)
Discretionary AUM
$173.4M
Non-discretionary $10.6M
Clients
163
464 accounts
Employees
5
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 10, 2019
- Principal office
- 40 TREMONT STREET, SUITE 62, DUXBURY, MA, 02332
- Phone
- (617) 580-3141
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $184.0M
- Discretionary AUM
- $173.4M
- Non-discretionary AUM
- $10.6M
- Discretionary accounts
- 293
- Non-discretionary accounts
- 171
- Total accounts
- 464
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $8.4M |
| High net worth individuals | 74 | $159.5M |
| Individuals (other than high net worth individuals) | 89 | $16.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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.