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 independent, LLC-structured registered investment adviser that has been SEC-registered since 2016. The firm focuses on wealth management for individuals and families, combining financial planning with portfolio management for individuals and small-business clients and offering pension consulting services. Its pricing mixes percentage-of-AUM fees with hourly charges. Ownership is split between a domestic entity and an individual, and the firm reports an industry 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
James Baga
Investment AdvisorCRD 1691122
Brian Woodland
PresidentCRD 2263508
Victor Kester, Jr.
Registered RepresentativeCRD 5899814
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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