Essex Private Wealth Management LLC
Firm details
- Headquarters
- Topsfield, Massachusetts
- CRD number
- 149991
- Registered since
- November 22, 2016
- Website
- www.huntwicke.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI90.7%
- Individuals8.91%
- Charitable Organizations0.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Essex Private Wealth Management LLC is an SEC-registered advisory LLC (registered in 2016) that serves individual and family clients. The firm charges fees based on a percentage of assets under management and also offers hourly billing for certain services. Reported advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Essex does not identify as an active ESG investor and is not listed as a multi-state adviser. The firm reports ownership tied to a domestic entity and individual owners and maintains an affiliation with a broker‑dealer.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Cash & Cash Equivalents15%
- Exchange Traded Equities7%
- Non-Exchange Traded Equities1%
- Private Funds1%
Owners & executives
1 of 1
Peter Mulholland
Chief Investment OfficerCRD 2213796
Contacts
3 of 3
Victor Kester, Jr.
Registered RepresentativeCRD 5899814
James Baga
Investment AdvisorCRD 1691122
Brian Woodland
PresidentCRD 2263508
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$45M in ETFs
84%
$37.6M
16%
$7.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $6.1M | 21,469 | 13.51% |
Location
Topsfield, MA
Essex
Location
Topsfield, MA
Headquartered in Topsfield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 7 Grove St
- Time zone
- ET (UTC-5)
- Office locations
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