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Essex Private Wealth Management, LLC Info

Essex Private Wealth Management, LLC info

Essex Private Wealth Management, LLC (SEC CIK 1803087) first filed with the SEC on 2020-02-13 (Form 13F-HR) and has filed 21 times since, including 20 Form 13F-HR quarterly holdings reports. It is organized in MA and registered at 7 GROVE STREET, TOPSFIELD, MA, 01983.

  • Name: Value Essex Private Wealth Management, LLC.
  • SEC CIK: Value 1803087.
  • State of organization: Value MA.
  • Business address: Value 7 GROVE STREET, TOPSFIELD, MA, 01983.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameEssex Private Wealth Management, LLC
SEC CIK1803087
State of organizationMA
Business address7 GROVE STREET, TOPSFIELD, MA, 01983
Mailing address7 GROVE STREET, TOPSFIELD, MA, 01983
Phone(978) 887-5981
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2020-02-13 (Form 13F-HR)
Latest SEC filing2024-10-24 (Form 13F-HR)
Filings on EDGAR21
First Form 13F-HR2020-02-13 (quarter ended 2019-12-31)
Latest Form 13F-HR2024-10-24 (quarter ended 2024-09-30)
Form 13F-HR filings20

Filings by Form

FormFilingsLatest
13F-HR202024-10-24
N-PX12024-08-20

Filings by Year

YearFilingsForm 13F-HR
202454
202344
202244
202144
202044

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