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| Happy Holidays!! thanks for using AUM13F!! |
| Essex Private Wealth Management LLC
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| CRD # | 149991 |
| SEC # | 801-108702 |
| CIK # | 0001803087 |
| AUM | $293.6 M (2025-06-11) |
| Employees | 5 (80% Investors, 100% Brokers) |
| Phone | 978-887-5981 |
| Address | 7 Grove Street Topsfield, MA 01983 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.4 | ||
| Apple Inc | 1.4 | ||
| Microsoft Corp | 0.6 | ||
| Tesla Motors Inc | 0.5 | ||
| DNP Select Income Fund Inc | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Facebook Inc | 0.3 | ||
| American Water Works Company Inc | 0.3 | ||
| Quanta Services Inc | 0.3 | ||
| Waste Management Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Founders Circle LLC | 2016-09-29 | 1.2 | |
| RE | Grove Realty Partners LLC | 2016-09-29 | 3.3 | |
| RE | Riversky Realty Partners | 2016-09-29 | 1.9 | |
| RE | Walker Partners LLC | 2016-09-29 | 0.8 | |
| HF | WS Advantage LLC | 2016-09-29 | 11.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 33.0 |
| (b) Individuals (high net worth individuals) | 86 | 257.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.2 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 762 | 293.6 |
| By Discretionary | ||
| Discretionary | 728 | 281.2 |
| Non-Discretionary | 34 | 12.4 |
| Total | 762 | 293.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 293.6 | |
| Total | 762 | 293.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803087] |
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