CRD: 149991
Essex Private Wealth Management LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-09-2009
- Office Locations
- 2
Office Locations
About Essex Private Wealth Management LLC
Essex Private Wealth Management provides investment advising and comprehensive wealth management built around long-term financial planning. The team aligns portfolios to clients’ risk tolerance, income needs, time horizons, and objectives, then manages investments on an ongoing basis. They coordinate with clients’ tax and estate professionals and primarily implement with public funds, including mutual funds and ETFs (custody includes Fidelity/NFS).
Reported data analysis
What the numbers show
Between June 11, 2025 and June 11, 2026, reported AUM increased 12.6%, from $293.6M to $330.5M.
Across 5 reported observations, AUM decreased 30.6% between March 8, 2022 and June 11, 2026, from $476.6M to $330.5M.
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 5 advisory representatives and 216 clients, or 43.2 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on June 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PETER EARL MULHOLLAND
Chief Compliance Officer, Chief Investment Officer, Investment Advisor, SENIOR FINANCIAL ADVISOR
- CRD
- #2213796
- Ownership
- Less than 5%
BRIAN ANDREW WOODLAND
Financial Advisor
- CRD
- #2263508
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAMES DAVID BAGA
Investment Advisor
- CRD
- #1691122
Victor Kester, Jr.
Investment Advisor
- CRD
- #5899814
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $316,178,550 | $410,089 |
| Non-Discretionary | $14,362,631 | $552,409 |
| Total | $330,541,181 | $414,732 |
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Separately Managed Accounts
SMA allocation detail is available
Essex Private Wealth Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2024
Review the latest reported holdings
Essex Private Wealth Management LLC's 13F holdings detail is available for Q3 2024, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.