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ESSEX PRIVATE WEALTH MANAGEMENT LLC

SEC Form ADV profile.

Total regulatory AUM
$330,541,181
Discretionary
$316,178,550
Non-discretionary
$14,362,631

Firm details

CRD number
149991
SEC file number
801-108702
Main office
TOPSFIELD, MA, United States
Employees
6
SEC status
Approved
Fee structure
Percentage of AUM Hourly

As of October 2026.