# Essential Asset Management, LLC

> Essential Asset Management, LLC is a state-registered investment advisory firm in Norwell, MA, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated February 2, 2026.

- CRD: 158817
- Filed as: ESSENTIAL ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Norwell, MA
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158817
- AdvisorCensus page: https://advisorcensus.com/firm/essential-asset-management-llc-norwell-ma-158817

## Quick answers

**How is Essential Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Essential Asset Management, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Essential Asset Management, LLC located?**
Essential Asset Management, LLC's principal office is in Norwell, MA, according to its Form ADV.

**Is Essential Asset Management, LLC registered with the SEC or a state?**
Essential Asset Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158817.

**Does Essential Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158817

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2011 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- essentialassetmanagement.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Essential Asset Management, LLC (CRD 158817): Form ADV filing data as of October 2026.