Essex Private Wealth Management LLC
Legal Name: ESSEX PRIVATE WEALTH MANAGEMENT, LLC
Full Contact Details
Essex Private Wealth Management LLC
6 PARK STREET, TOPSFIELD, MA
(978) 887-5981
Other Info
Essex Private Wealth Management LLC, a Massachusetts-based limited liability company, employs 12 individuals, half of which work in advisory roles. While the number of clients is unspecified, the firm's registration with the U.S. Securities and Exchange Commission was approved on November 22, 2016.
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top of pageHOMEOUR TEAMDISCLOSURECLIENT PORTALMoreUse tab to navigate through the menu items.Contect with Our TeamOur MissionInvestment Advising & Wealth Management Our mission is to establish long term relationships with our clients and help them achieve their individual financial goals. Essex Priv…
Direct Owners
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BRIAN ANDREW WOODLAND
MANAGING MEMEBER owns less than 5%
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HUNTWICKE CAPITAL GROUP INC.
OWNER owns 75% or more
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PETER EARL MULHOLLAND
CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND SENIOR FINANCIAL ADVISOR owns less than 5%