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HIGH PINES WEALTH MANAGEMENT LLC

DUXBURY, MA · CRD 285191 · IAPD ↗ · (617) 580-3141

$184.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — HIGH PINES WEALTH MANAGEMENT LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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