Essex Private Wealth Management LLC

Overview

Essex Private Wealth Management LLC is an SEC registered investment adviser based in Topsfield, MA, registered since 2016. It reports $331M in assets under management across 797 accounts, with 6 employees. It has 4 investment adviser representatives.

Reported AUM

$331M

Discretionary

96%

Accounts

797

Average account

$415K

Employees

6

Advisory reps

4

Registered since

2016

Jurisdictions

11

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Brian Andrew Woodland Managing Member CRD 2263508
• Peter Earl Mulholland Chief Compliance Officer, Advisor CRD 2213796

Advisory reps 3 of 4

• James David Baga Registered Rep · Investment Adviser Rep CRD 1691122
• Victor Kester Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5899814
• Peter Earl Mulholland Registered Rep · Investment Adviser Rep CRD 2213796

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

7 Grove St Ste 201
Topsfield, MA 01983

County

Essex

Metro area

Boston-Cambridge-Newton, MA-NH

Region

Northeast

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: huntwicke.com

Every state, with registration dates

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