Essex Private Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Topsfield, MA. Its latest Form ADV filing, dated March 20, 2026, reports $331M in regulatory assets under management, 6 employees, 2 offices, and 797 accounts.
Assets Under Management
$331M
Employees
6
Offices
2 offices
Total Clients
216
Primary office
TOPSFIELD, MA
7 GROVE STREET, SUITE 201, TOPSFIELD, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
120
2
HNWI
44.4%
96
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$331Mas of March 20, 2026
Discretionary95.7%
$316M
96% of total RAUM95.7%
Non-discretionary4.3%
$14M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$331M
Total Accounts797
10Y AUM Change+$196M (+145.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.