CRD: 285191
High Pines Wealth Management LLC
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- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2017
- Office Locations
- 1
Office Locations
About High Pines Wealth Management LLC
High Pines Wealth Management is an investment management and private wealth advisory firm in Duxbury, MA serving individuals, families, and corporate clients. The team provides financial, estate, tax and legacy planning alongside portfolio construction and active asset allocation, implemented largely with ETFs and mutual funds and including alternatives such as hedge funds and real estate. Custody includes Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JIM MATTHEW GIBBONS
Chief Compliance Officer, Principal
- CRD
- #2564337
- Ownership
- 75% or more
DAWN WILMA GIBBONS
Principal
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RAYMOND KEVIN MORRIS
Financial Advisor, General Partner
- CRD
- #5737357
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,399,645 | $591,808 |
| Non-Discretionary | $10,644,008 | $62,246 |
| Total | $184,043,653 | $396,646 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2023
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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