ESSEX PRIVATE WEALTH MANAGEMENT LLC
CRD #149991 SEC #801-108702 TOPSFIELD, MA (978) 887-5981
SEC Registered
Total AUM
$293.6M
Discretionary
$281.2M
Employees
5
Clients
26
Accounts
762
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $293.6M | $281.2M | $12.4M | 5 | 0 |
| May 2025 | $293.6M | $281.2M | $12.4M | 5 | 0 |
| Mar 2025 | $293.6M | $281.2M | $12.4M | 5 | 0 |
| Feb 2025 | $293.6M | $281.2M | $12.4M | 5 | 0 |
| Feb 2024 | $260.3M | $249.3M | $11.1M | 6 | 0 |
| Feb 2023 | $228.8M | $220.1M | $8.8M | 6 | 0 |
| Mar 2022 | $476.6M | $465.1M | $11.5M | 7 | 0 |
| Nov 2021 | $432.3M | $428.9M | $3.5M | 8 | 0 |
| Sep 2021 | $432.3M | $428.9M | $3.5M | 8 | 0 |
| Mar 2021 | $432.3M | $428.9M | $3.5M | 8 | 0 |
| Nov 2020 | $383M | $375.9M | $7.2M | 10 | 0 |
| Jun 2020 | $383M | $375.9M | $7.2M | 10 | 0 |
| Feb 2020 | $383M | $375.9M | $7.2M | 10 | 0 |
| Dec 2019 | $338.3M | $332.9M | $5.3M | 12 | 0 |
| Nov 2019 | $338.3M | $332.9M | $5.3M | 12 | 0 |
| Jun 2019 | $338.3M | $332.9M | $5.3M | 12 | 0 |
| Mar 2019 | $338.3M | $332.9M | $5.3M | 13 | 0 |
| Dec 2018 | $170.9M | $157M | $13.9M | 12 | 0 |
| Dec 2018 | $170.9M | $157M | $13.9M | 12 | 0 |
| Oct 2018 | $170.9M | $157M | $13.9M | 12 | 0 |
| Aug 2018 | $170.9M | $157M | $13.9M | 7 | 0 |
| Aug 2018 | $170.9M | $157M | $13.9M | 7 | 0 |
| Jun 2018 | $170.9M | $157M | $13.9M | 7 | 0 |
| Apr 2018 | $170.9M | $157M | $13.9M | 7 | 0 |
| Apr 2018 | $170.9M | $157M | $13.9M | 7 | 0 |
| Mar 2018 | $170.9M | $157M | $13.9M | 7 | 0 |
| Sep 2017 | $134.4M | $118.3M | $16.2M | 7 | 100 |
| Feb 2017 | $134.4M | $118.3M | $16.2M | 6 | 100 |
| Jan 2017 | $117.1M | $101M | $16M | 6 | 26 |
| Nov 2016 | $117.1M | $101M | $16M | 5 | 26 |
| Nov 2016 | $117.1M | $101M | $16M | 5 | 26 |
| Nov 2016 | $117.1M | $101M | $16M | 5 | 26 |
| Nov 2016 | $117.1M | $101M | $16M | 5 | 26 |
| Sep 2016 | $117.1M | $101M | $16M | 5 | 26 |
DateJun 2025
Total AUM$293.6M
Discretionary$281.2M
Non-Disc.$12.4M
Employees5
Clients0
DateMay 2025
Total AUM$293.6M
Discretionary$281.2M
Non-Disc.$12.4M
Employees5
Clients0
DateMar 2025
Total AUM$293.6M
Discretionary$281.2M
Non-Disc.$12.4M
Employees5
Clients0
DateFeb 2025
Total AUM$293.6M
Discretionary$281.2M
Non-Disc.$12.4M
Employees5
Clients0
DateFeb 2024
Total AUM$260.3M
Discretionary$249.3M
Non-Disc.$11.1M
Employees6
Clients0
DateFeb 2023
Total AUM$228.8M
Discretionary$220.1M
Non-Disc.$8.8M
Employees6
Clients0
DateMar 2022
Total AUM$476.6M
Discretionary$465.1M
Non-Disc.$11.5M
Employees7
Clients0
DateNov 2021
Total AUM$432.3M
Discretionary$428.9M
Non-Disc.$3.5M
Employees8
Clients0
DateSep 2021
Total AUM$432.3M
Discretionary$428.9M
Non-Disc.$3.5M
Employees8
Clients0
DateMar 2021
Total AUM$432.3M
Discretionary$428.9M
Non-Disc.$3.5M
Employees8
Clients0
DateNov 2020
Total AUM$383M
Discretionary$375.9M
Non-Disc.$7.2M
Employees10
Clients0
DateJun 2020
Total AUM$383M
Discretionary$375.9M
Non-Disc.$7.2M
Employees10
Clients0
DateFeb 2020
Total AUM$383M
Discretionary$375.9M
Non-Disc.$7.2M
Employees10
Clients0
DateDec 2019
Total AUM$338.3M
Discretionary$332.9M
Non-Disc.$5.3M
Employees12
Clients0
DateNov 2019
Total AUM$338.3M
Discretionary$332.9M
Non-Disc.$5.3M
Employees12
Clients0
DateJun 2019
Total AUM$338.3M
Discretionary$332.9M
Non-Disc.$5.3M
Employees12
Clients0
DateMar 2019
Total AUM$338.3M
Discretionary$332.9M
Non-Disc.$5.3M
Employees13
Clients0
DateDec 2018
Total AUM$170.9M
Discretionary$157M
Non-Disc.$13.9M
Employees12
Clients0
DateDec 2018
Total AUM$170.9M
Discretionary$157M
Non-Disc.$13.9M
Employees12
Clients0
DateOct 2018
Total AUM$170.9M
Discretionary$157M
Non-Disc.$13.9M
Employees12
Clients0
DateAug 2018
Total AUM$170.9M
Discretionary$157M
Non-Disc.$13.9M
Employees7
Clients0
DateAug 2018
Total AUM$170.9M
Discretionary$157M
Non-Disc.$13.9M
Employees7
Clients0
DateJun 2018
Total AUM$170.9M
Discretionary$157M
Non-Disc.$13.9M
Employees7
Clients0
DateApr 2018
Total AUM$170.9M
Discretionary$157M
Non-Disc.$13.9M
Employees7
Clients0
DateApr 2018
Total AUM$170.9M
Discretionary$157M
Non-Disc.$13.9M
Employees7
Clients0
DateMar 2018
Total AUM$170.9M
Discretionary$157M
Non-Disc.$13.9M
Employees7
Clients0
DateSep 2017
Total AUM$134.4M
Discretionary$118.3M
Non-Disc.$16.2M
Employees7
Clients100
DateFeb 2017
Total AUM$134.4M
Discretionary$118.3M
Non-Disc.$16.2M
Employees6
Clients100
DateJan 2017
Total AUM$117.1M
Discretionary$101M
Non-Disc.$16M
Employees6
Clients26
DateNov 2016
Total AUM$117.1M
Discretionary$101M
Non-Disc.$16M
Employees5
Clients26
DateNov 2016
Total AUM$117.1M
Discretionary$101M
Non-Disc.$16M
Employees5
Clients26
DateNov 2016
Total AUM$117.1M
Discretionary$101M
Non-Disc.$16M
Employees5
Clients26
DateNov 2016
Total AUM$117.1M
Discretionary$101M
Non-Disc.$16M
Employees5
Clients26
DateSep 2016
Total AUM$117.1M
Discretionary$101M
Non-Disc.$16M
Employees5
Clients26