Essex Private Wealth Management, LLC
Essex Private Wealth Management, LLC (CRD# 149991) is a financial advisory firm headquartered in Topsfield, MA. They manage $260,336,628 in 709 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management260MILLION
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Total Number of Accounts709ACCOUNTS
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Average Account Value$367,188
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, FL, MA, ME, NH, NY, PA, TX, VT
James Baga (CRD# 1691122) is an Investment Advisor Representative working at Essex Private Wealth Management, LLC in Topsfield, MA and has over 30 years of experience in the finance industry.
Lionel Edmonson (CRD# 4731762) is an Investment Advisor Representative working at Essex Private Wealth Management, LLC in Topsfield, MA and has over 20 years of experience in the finance industry.
Peter Mulholland (CRD# 2213796) is an Investment Advisor Representative working at Essex Private Wealth Management, LLC in Topsfield, MA and has over 32 years of experience in the finance industry.
Brian Woodland (CRD# 2263508) is an Investment Advisor Representative working at Essex Private Wealth Management, LLC in Topsfield, MA and has over 30 years of experience in the finance industry.