High Pines Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Duxbury, MA. Its latest Form ADV filing, dated March 30, 2026, reports $184M in regulatory assets under management, 5 employees, and 464 accounts.
Assets Under Management
$184M
Employees
5
Offices
--
Total Clients
163
Primary office
DUXBURY, MA
40 TREMONT STREET, SUITE 62, DUXBURY, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.6% of total clients.
Top client categories% of clientsClients
1
Individuals
54.6%
89
2
HNWI
45.4%
74
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$184Mas of March 30, 2026
Discretionary94.2%
$173M
94% of total RAUM94.2%
Non-discretionary5.8%
$11M
6% of total RAUM5.8%
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$184M
Total Accounts464
10Y AUM Change+$184M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee33:1
10Y Employee Change+4 (+400.0%)
* 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.