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).

Current Firm Details
7 Grove Street, Suite 201, Topsfield, MA 01983
http://www.huntwicke.com
By the Numbers
  • Total Assets Under Management
    260
    MILLION
  • Total Number of Accounts
    709
    ACCOUNTS
  • Average Account Value
    $367,188
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, ME, NH, NY, PA, TX, VT

Financial Advisors at Essex Private Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James Baga, financial advisor Topsfield MA
James D. Baga
CRD#: 1691122
7 Grove Street, Suite 201, Topsfield, MA 01983

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.

2
Lionel Edmonson, financial advisor Topsfield MA
Lionel J. Edmonson
CRD#: 4731762
7 Grove Street, Suite 201, Topsfield, MA 01983

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.

3
Peter Mulholland, financial advisor Topsfield MA
Peter E. Mulholland
CRD#: 2213796
7 Grove Street, Suite 201, Topsfield, MA 01983

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.

4
Brian Woodland, financial advisor Topsfield MA
Brian A. Woodland
CRD#: 2263508
7 Grove Street, Suite 201, Topsfield, MA 01983

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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