Investment adviser · CRD 149991

ESSEX PRIVATE WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

TOPSFIELD, MA, United States · Form ADV filed Jun 11, 2026

Regulatory AUM
$331M
Form ADV · Item 5.F
Client accounts
797
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals96$299,807,22790.7%
Individuals120$29,450,6398.9%
CharitiesFewer than 5$1,283,3150.4%
Filing source

Form ADV 2111940 · Jun 11, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WS ADVANTAGE LLCHedge Fund · Last reported Jan 27, 2017$11MGross asset value
Auditor LARRY D. LIBERFARB, P.C. NORWOOD, Massachusetts, United States
Custodian PENSON FINANCIAL SERVICES, INC. DALLAS, Texas, United States Related to adviser: No
Custodian TD AMERITRADE, INC. BELLEVUE, Nebraska, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PENSON FINANCIAL SERVICES, INC.
SEC 8-42095

TD AMERITRADE, INC.
SEC 8-23395

Fund details & source
Fund ID
805-4833328948
Reported beneficial owners
10
Minimum commitment
$50K

Form ADV 1068308 · Jan 27, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GROVE REALTY PARTNERS LLCReal Estate Fund · Last reported Sep 7, 2017$3.3MGross asset value
Auditor LARRY D. LIBERFARB, P.C. NORWOOD, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2940064183
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 1139060 · Sep 7, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RIVERSKY REALTY PARTNERSReal Estate Fund · Last reported Sep 7, 2017$1.9MGross asset value
Auditor LARRY D. LIBERFARB, P.C. NORWOOD, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9821504651
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 1139060 · Sep 7, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FOUNDERS CIRCLE LLCReal Estate Fund · Last reported Sep 7, 2017$1.2MGross asset value
Auditor LARRY D. LIBERFARB, P.C. NORWOOD, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6238815340
Reported beneficial owners
3
Minimum commitment
$0

Form ADV 1139060 · Sep 7, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WALKER PARTNERS LLCReal Estate Fund · Last reported Sep 7, 2017$800KGross asset value
Auditor LARRY D. LIBERFARB, P.C. NORWOOD, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4755051832
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 1139060 · Sep 7, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 11, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

7 GROVE STREET, SUITE 201
TOPSFIELD, MA, 01983, United States

CRD 149991

Filing source

Form ADV 2111940 · Jun 11, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.