ESSEX PRIVATE WEALTH MANAGEMENT LLC

Overview

Essex Private Wealth Management LLC is an SEC-registered wealth advisory firm organized as a limited liability company and operating primarily for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting, charging clients via a percentage of assets under management and hourly fees. Its public filings indicate a preference for public funds and mutual funds as the dominant vehicle, while its 13F activity shows meaningful use of broad-market ETFs. The firm does not identify itself as an active ESG investor. Essex appears to run a concentrated, index-tilted approach in public markets — the largest 13F position is a broad total-market Vanguard fund — while maintaining access to externally managed alternatives. Custodial relationships and the structure of advisory services suggest it manages most client assets on a discretionary basis, but it also retains a component of non-discretionary assets and provides hourly planning work for clients who prefer project-based engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices