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ESSEX PRIVATE WEALTH MANAGEMENT LLC

TOPSFIELD, MA · CRD 149991 · IAPD ↗ · huntwicke.com · (978) 887-5981

$330.5MRegulatory AUM
5Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — ESSEX PRIVATE WEALTH MANAGEMENT LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
June 2025 — ESSEX PRIVATE WEALTH MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — ESSEX PRIVATE WEALTH MANAGEMENT LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2025 — ESSEX PRIVATE WEALTH MANAGEMENT, LLC is now doing business as ESSEX PRIVATE WEALTH MANAGEMENT LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.