1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ESSEX PRIVATE WEALTH MANAGEMENT LLC

Map pinTOPSFIELD, MA
Phone(978) 887-5981
NotebookSEC #801-108702
Total AUM
$330.5M
Employees
6
Clients
217

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 GROVE STREET
SUITE 201
TOPSFIELD
MA 01983
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(978) 887-5981
Other Offices
2

ReceiptFinancials

Total AUM
$330.5M
Accounts
797
Discretionary
$316.2M
Accounts
771
Non-Discretionary
$14.4M
Accounts
26

ContactClients

View more in analytics →

Individual Clients
120
AUM
$29.5M
HNW Individual Clients
96
AUM
$299.8M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMENHNYPATXVAVT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account