Essex Private Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Essex Private Wealth Management advises individuals, high-net-worth clients, trusts, estates, retirement plans and charitable organizations, managing about $330.5 million for roughly 216 clients through a four-advisor team. The firm offers discretionary and non-discretionary investment management, comprehensive wealth management, standalone financial planning and retirement-plan advisory services.
Portfolios are constructed primarily with mutual funds and ETFs and managed with a generally long-term orientation, though the firm may reallocate or trade shorter-term to meet client objectives or tax and legacy considerations; investment selection combines fundamental and technical analysis alongside internal due diligence. The advisor works with clients to set asset allocation and investment policy statements, provides ERISA plan services (including 3(21) or 3(38) fiduciary roles), and typically custodians client assets on an institutional platform.
What distinguishes the firm from many peers is its affiliation with an affiliated broker‑dealer, Huntwicke Securities, and common personnel who also act as registered representatives—those separate capacities can result in commission-based implementations distinct from the firm’s advisory fees. The firm is owned by Huntwicke Capital Group and typically uses Fidelity’s institutional platform, arrangements that the disclosure notes bring both operational benefits and potential conflicts that are disclosed to clients.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.70% annually $3,000,001 - $4,000,000: 0.60% annually $4,000,001 - $5,000,000: 0.50% annually $5,000,001+: Negotiable
Advisory persons receive commissions as registered representatives of affiliated broker-dealer Huntwicke Securities for separate commissionable transactions
$250 per hour for standalone financial planning services, fees negotiable
Account minimum: $50,000 Fee-only: Investment management and financial planning fees based on asset tiers; standalone financial planning at $250/hour (negotiable); retirement plan advisory fees up to 1.00% annually (negotiable)
Main office
See office7 Grove Street, Suite 201
Topsfield MA 01983
Advisors at this office
2
Offices (2)
Most active in
California · Connecticut · Florida · Maine · Massachusetts · New Hampshire · New York · Pennsylvania · Texas · Vermont · Virginia
Also doing business as
Essex Private Wealth Management LLC · Essex Private Wealth Management, LLC · Huntwicke Advisors, LLC · Phalanx Partners · Phalanx Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Victor K
Series 63, Series 66
East Falmouth, MA
Essex Private Wealth Management LLC
Victor Kester, Jr. is an advisor with Essex Private Wealth Management LLC and holds Series 63 and Series 66 designations. He has three years of industry experience, with prior roles at firms including Deloitte and Mass Mutual Investors Services. Outside of financial services, he is also active in real estate sales as a licensed salesperson with Keller Williams. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million across 216 clients. The firm employs a combination of fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, offering discretionary and non-discretionary investment management along with comprehensive wealth and retirement-plan advisory services.
Peter M
Series 63, Series 65
Topsfield, MA
Essex Private Wealth Management LLC
Peter Mulholland is a financial advisor with Essex Private Wealth Management LLC in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Huntwicke Securities, LLC since 2016 and has been involved with Huntwicke Advisors, LLC since 2009. Outside of finance, he co-manages a family dairy farm specializing in milk goats and cheese production. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations with customized wealth management and investment advisory services. The firm constructs portfolios primarily using mutual funds and ETFs, applying both fundamental and technical analysis with a generally long-term orientation.
Brian W
Series 63, Series 65
Topsfield, MA
Essex Private Wealth Management LLC
Brian Woodland is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Essex Private Wealth Management since 2009 and is also involved in several business ventures, including his role as president of Huntwicke Capital Group, which oversees various enterprises such as Ipswich Brewery Partners and Skillz Check Soccer, a youth soccer training organization. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million across about 216 clients. The firm offers discretionary and non-discretionary investment management along with comprehensive wealth planning, using a mix of mutual funds and ETFs with a long-term investment approach supplemented by both fundamental and technical analysis.
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