HIGH PINES WEALTH MANAGEMENT LLC
CRD #285191 SEC #801-116935 DUXBURY, MA (617) 580-3141
SEC Registered
Total AUM
$159.2M
Discretionary
$148.2M
Employees
5
Clients
25
Accounts
407
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $159.2M | $148.2M | $11M | 5 | 0 |
| Mar 2025 | $159.2M | $148.2M | $11M | 5 | 0 |
| Mar 2024 | $130.4M | $124M | $6.5M | 4 | 0 |
| Nov 2023 | $108.2M | $104.3M | $3.9M | 4 | 0 |
| Mar 2023 | $108.2M | $104.3M | $3.9M | 4 | 0 |
| Mar 2022 | $223.2M | $222.6M | $588.9K | 4 | 0 |
| Nov 2021 | $192.1M | $191.6M | $454K | 4 | 0 |
| Aug 2021 | $192.1M | $191.6M | $454K | 4 | 0 |
| Mar 2021 | $192.1M | $191.6M | $454K | 4 | 0 |
| Jun 2020 | $123.1M | $122.9M | $244.6K | 3 | 0 |
| Mar 2020 | $123.1M | $122.9M | $244.6K | 3 | 0 |
| Jun 2019 | $105.4M | $101.9M | $3.6M | 3 | 0 |
| Dec 2017 | $0 | $0 | $0 | 1 | 0 |
| Nov 2017 | $0 | $0 | $0 | 1 | 0 |
| Oct 2017 | $0 | $0 | $0 | 1 | 0 |
| Jun 2017 | $0 | $0 | $0 | 1 | 0 |
| May 2017 | $0 | $0 | $0 | 1 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
| Oct 2016 | $0 | $0 | $0 | 1 | 0 |
DateApr 2025
Total AUM$159.2M
Discretionary$148.2M
Non-Disc.$11M
Employees5
Clients0
DateMar 2025
Total AUM$159.2M
Discretionary$148.2M
Non-Disc.$11M
Employees5
Clients0
DateMar 2024
Total AUM$130.4M
Discretionary$124M
Non-Disc.$6.5M
Employees4
Clients0
DateNov 2023
Total AUM$108.2M
Discretionary$104.3M
Non-Disc.$3.9M
Employees4
Clients0
DateMar 2023
Total AUM$108.2M
Discretionary$104.3M
Non-Disc.$3.9M
Employees4
Clients0
DateMar 2022
Total AUM$223.2M
Discretionary$222.6M
Non-Disc.$588.9K
Employees4
Clients0
DateNov 2021
Total AUM$192.1M
Discretionary$191.6M
Non-Disc.$454K
Employees4
Clients0
DateAug 2021
Total AUM$192.1M
Discretionary$191.6M
Non-Disc.$454K
Employees4
Clients0
DateMar 2021
Total AUM$192.1M
Discretionary$191.6M
Non-Disc.$454K
Employees4
Clients0
DateJun 2020
Total AUM$123.1M
Discretionary$122.9M
Non-Disc.$244.6K
Employees3
Clients0
DateMar 2020
Total AUM$123.1M
Discretionary$122.9M
Non-Disc.$244.6K
Employees3
Clients0
DateJun 2019
Total AUM$105.4M
Discretionary$101.9M
Non-Disc.$3.6M
Employees3
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0