High Pines Wealth Management Llc
- Regulatory AUM
- $184M
- Discretionary
- $173M
- Clients
- 163
- Avg AUM / client
- $1.1M
- Accounts
- 464
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 30 positions, $65,593,929)
13F period Dec 31, 2023| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | VNG RUS1000GRW | $10,520,326 | 134,841 | 16.0% | 5.72% |
| 2 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $9,346,309 | 195,121 | 14.2% | 5.08% |
| 3 | Vanguard Index Fds | S&P 500 ETF SHS | $8,726,287 | 19,978 | 13.3% | 4.74% |
| 4 | Vanguard Index Fds | VALUE ETF | $8,239,346 | 55,113 | 12.6% | 4.48% |
| 5 | Vanguard Index Fds | MID CAP ETF | $5,739,392 | 24,671 | 8.75% | 3.12% |
| 6 | Vanguard Scottsdale Fds | SHRT TRM CORP BD | $3,885,676 | 50,222 | 5.92% | 2.11% |
| 7 | Vanguard Bd Index Fds | TOTAL BND MRKT | $3,402,202 | 46,257 | 5.19% | 1.85% |
| 8 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $2,109,641 | 41,325 | 3.22% | 1.15% |
| 9 | Apple Inc | COM | $1,637,663 | 8,506 | 2.5% | 0.89% |
| 10 | Ishares Tr | CORE S&P SCP ETF | $1,415,925 | 13,080 | 2.16% | 0.77% |
| 11 | Tjx Cos Inc New | COM | $909,844 | 9,699 | 1.39% | 0.49% |
| 12 | Microsoft Corp | COM | $845,757 | 2,249 | 1.29% | 0.46% |
| 13 | Nvidia Corporation | COM | $806,524 | 1,629 | 1.23% | 0.44% |
| 14 | Amazon Com Inc | COM | $797,435 | 5,248 | 1.22% | 0.43% |
| 15 | Jpmorgan Chase & Co | COM | $721,306 | 4,240 | 1.1% | 0.39% |
| 16 | Meta Platforms Inc | CL A | $674,097 | 1,904 | 1.03% | 0.37% |
| 17 | Alphabet Inc | CAP STK CL C | $650,950 | 4,619 | 0.99% | 0.35% |
| 18 | Visa Inc | COM CL A | $574,394 | 2,206 | 0.88% | 0.31% |
| 19 | Adobe Inc | COM | $503,242 | 844 | 0.77% | 0.27% |
| 20 | Starbucks Corp | COM | $472,626 | 4,923 | 0.72% | 0.26% |
| 21 | Unitedhealth Group Inc | COM | $472,491 | 897 | 0.72% | 0.26% |
| 22 | Berkshire Hathaway Inc Del | CL B NEW | $461,697 | 1,295 | 0.7% | 0.25% |
| 23 | Home Depot Inc | COM | $452,090 | 1,305 | 0.69% | 0.25% |
| 24 | Disney Walt Co | COM | $437,816 | 4,849 | 0.67% | 0.24% |
| 25 | Intuitive Surgical Inc | COM NEW | $378,611 | 1,122 | 0.58% | 0.21% |
Top 25 of 30 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $16.1M | 8.74% |
| High net worth individuals | 74 | $160M | 86.7% |
| Charitable organizations | Fewer than 5 clients | $8.4M | 4.59% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gibbons, Dawn, Wilma | Member | Mar 2017 (9y) | Less than 5% | |
| Jim Matthew Gibbons | Principal And Chief Compliance Officer | May 2017 (9y) | 75% or more | |
| Raymond Kevin Morris | Registered representative | Jun 2018 (8y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $111M (60% of AUM) Mar 2026
- Charles Schwab & Co. $62.0M (34% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗