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
- Website
- HTTP://WWW.HUNTWICKE.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.