|
⚲
|
| Keyboard |
| High Pines Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 285191 |
| SEC # | 801-116935 |
| CIK # | 0001855571 |
| AUM | 184.0 M (2026-03-30) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 617-580-3141 |
| Address | 40 Tremont Street Duxbury, MA 02332 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.6 | ||
| TJX Companies Inc /DE/ | 0.9 | ||
| Microsoft Corp | 0.8 | ||
| Nvidia Corp | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Facebook Inc | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Visa Inc | 0.6 | ||
| Adobe Systems Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 16.1 |
| (b) Individuals (high net worth individuals) | 74 | 159.5 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 8.4 |
| (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 | 464 | 184.0 |
| By Discretionary | ||
| Discretionary | 293 | 173.4 |
| Non-Discretionary | 171 | 10.6 |
| Total | 464 | 184.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.0 | |
| Total | 464 | 184.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001855571] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Greenway Wealth Advisors LLC
✚
|
NC | 184.5 M |
|
Storgate LLC
✚
|
184.5 M | |
|
Selkirk Wealth Advisors LLC
✚
|
WA | 184.4 M |
|
XO Capital LLC
✚
|
184.4 M | |
|
Longevity Capital Management LLC
✚
|
CA | 184.2 M |
|
Cooper Financial Services Inc
✚
|
CT | 184.1 M |
|
Authentikos Wealth Advisory LLC
✚
|
CA | 184.1 M |
|
Alpenglobal Capital LLC
✚
|
184.0 M | |
|
Shotwell Rutter Baer Inc
✚
|
MI | 183.9 M |
|
Brazos Wealth Advisors LLC
✚
|
TX | 183.7 M |