HIGH PINES WEALTH MANAGEMENT LLC

CRD 285191File 801-116935

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$184.0M

Bottom 25% of cohort (national)

Discretionary AUM

$173.4M

Non-discretionary $10.6M

Clients

163

464 accounts

Employees

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
Website: HTTP://WWW.HIGHPINESWEALTH.COM/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	146	163	increased by17
Apr 1, 2026	AUM	$159,173,212	$184,043,653	increased by$24,870,441
Apr 1, 2026	Accounts	407	464	increased by57
May 1, 2025 vs Oct 1, 2022	Employees	4	5	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	96	146	increased by50
May 1, 2025 vs Oct 1, 2022	AUM	$223,181,463	$159,173,212	decreased by$64,008,251
May 1, 2025 vs Oct 1, 2022	Accounts	235	407	increased by172
Apr 1, 2022	Clients	78	96	increased by18
Apr 1, 2022	AUM	$192,077,489	$223,181,463	increased by$31,103,974
Apr 1, 2022	Accounts	199	235	increased by36
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “HIGH PINES” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HIGH PINES” may also match similarly-named firms). Confirm identity against each filing.

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.