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 in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between April 11, 2025 and March 30, 2026, reported AUM increased 15.6%, from $159.2M to $184.0M.
Across 5 reported observations, AUM decreased 17.5% between March 22, 2022 and March 30, 2026, from $223.2M to $184.0M.
Of the latest reported AUM, 94.2% is discretionary and 5.8% is non-discretionary.
The firm reports 2 advisory representatives and 163 clients, or 81.5 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 30, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
SMA allocation detail is available
High Pines Wealth Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2023
Review the latest reported holdings
High Pines Wealth Management LLC's 13F holdings detail is available for Q4 2023, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.