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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

MINOT WEALTH MANAGEMENT LLC

CRD 299943

WESTWOOD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1faeef84-5490-ec6e-e1ec-d06233959540

Data as of Jan 27, 2022 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 10
On other graphs: 0
Observed: Jan 28, 2019 to Jan 27, 2022
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.1BItem 5.F on the latest filing (2022-01-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 639
Individual clients: 34
High net worth clients: 125
Custody, client assets: $687M
SEC number: 801-114748
CRD: 299943
Filings on the tape: 17
First filed: Jan 28, 2019
Latest filed: Jan 27, 2022
Organised: Limited Liability Company, Massachusetts

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CORCORAN, WILLIAM, JOHN	MEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	B	yes	01/2019	Jan 28, 2019	Jan 27, 2022
DONOVAN, PATRICK, EUGENE	MEMBER / MANAGING PARTNER	B	yes	04/2019	Apr 18, 2019	Jan 27, 2022
MULVEY, BRIAN, PATRICK	MANAGING MEMBER / MANAGING PARTNER	E	yes	04/2019	Apr 18, 2019	Jan 27, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2021	Jan 27, 2022	$1.1B	$1.1B	7	3	n/a	n/a
2020	Feb 16, 2021	$816M	$811M	7	4	n/a	n/a
2019	Mar 4, 2020	$635M	$634M	6	3	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$1.1B	$816M	36.8%	n/a	n/a	7	7	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EP WEALTH ADVISORS	2	Sep 27, 2022	Jul 3, 2024	WESTWOOD, MA	Team lift out	RIA to RIA	66.7%

Relationships

Controls (3)

← MULVEY, BRIAN, PATRICKOwnerMANAGING MEMBER / MANAGING PARTNER, ownership code E, individual
Apr 18, 2019 to presentfactForm ADV
← DONOVAN, PATRICK, EUGENEOwnerMEMBER / MANAGING PARTNER, ownership code B, individual
Apr 18, 2019 to presentfactForm ADV
← CORCORAN, WILLIAM, JOHNOwnerMEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Jan 28, 2019 to presentfactForm ADV

Moved with (1)

→ EP WEALTH ADVISORSRegistered adviser2 advisors, team lift out, same day
Sep 27, 2022 to Jul 3, 2024factForm ADV

Registered with (4)

← JOHN JOSEPH MUSEAdvisorregistration: previous registration
Aug 11, 2020 to Sep 27, 2022factForm ADV
← BRIAN PATRICK MULVEYAdvisorregistration: previous registration
May 1, 2019 to Sep 27, 2022factForm ADV
← PATRICK EUGENE DONOVANAdvisorregistration: previous registration
Apr 22, 2019 to Sep 27, 2022factForm ADV
← KAITLYN MCINNIS CARLSONAdvisorregistration: previous registration
Apr 22, 2019 to Jul 31, 2019factForm ADV

Dated events

Occurred
Sep 27, 2022
Team lift-out
2 advisors left Minot Wealth Management LLC (Westwood, MA) for EP Wealth Advisors on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Sep 27, 2022
Advisor changed firm
Brian Patrick Mulvey left Minot Wealth Management Llc for Ep Wealth Advisors (registered 2024-07-03)
Form ADVobserved 3 days ago
Occurred
Sep 27, 2022
Advisor changed firm
John Joseph Muse left Minot Wealth Management Llc for Charlesbridge Advisors (registered 2026-06-09)
Form ADVobserved 3 days ago
Occurred
Sep 27, 2022
Advisor changed firm
Patrick Eugene Donovan left Minot Wealth Management Llc for Ep Wealth Advisors (registered 2024-01-09)
Form ADVobserved 3 days ago
Occurred
Jan 27, 2022
Regulatory AUM changed
Minot Wealth Management Llc reported RAUM $1.1B, up 37% from $815.6M (2021-11-02 to 2022-01-27)
Form ADVobserved 3 days ago
$300M
Occurred
Feb 16, 2021
Regulatory AUM changed
Minot Wealth Management Llc reported RAUM $815.6M, up 29% from $634.6M (2020-08-05 to 2021-02-16)
Form ADVobserved 3 days ago
$181M
Occurred
Mar 4, 2020
Regulatory AUM changed
Minot Wealth Management Llc reported RAUM $634.6M, up 61% from $393.1M (2019-11-08 to 2020-03-04)
Form ADVobserved 3 days ago
$241M
Occurred
Apr 18, 2019
Control person joined
Patrick Brian Mulvey (Managing Member / Managing Partner) appeared on Schedule A of Minot Wealth Management Llc
Form ADVobserved 3 days ago
Occurred
Apr 18, 2019
Control person joined
Eugene Patrick Donovan (Member / Managing Partner) appeared on Schedule A of Minot Wealth Management Llc
Form ADVobserved 3 days ago
Occurred
Jan 28, 2019
First Form ADV filing
Minot Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1faeef84-5490-ec6e-e1ec-d06233959540
First observed: Jan 28, 2019
Last observed: Jan 27, 2022 56 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MINOT WEALTH MANAGEMENT LLC

CRD 299943

WESTWOOD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1faeef84-5490-ec6e-e1ec-d06233959540

Data as of Jan 27, 2022 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CORCORAN, WILLIAM, JOHN

MEMBER, MANAGING PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

yes

01/2019

Jan 28, 2019

Jan 27, 2022

DONOVAN, PATRICK, EUGENE

MEMBER / MANAGING PARTNER

yes

04/2019

Apr 18, 2019

Jan 27, 2022

MULVEY, BRIAN, PATRICK

MANAGING MEMBER / MANAGING PARTNER

yes

04/2019

Apr 18, 2019

Jan 27, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Jan 27, 2022

$1.1B

n/a

2020

Feb 16, 2021

$816M

$811M

n/a

2019

Mar 4, 2020

$635M

$634M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$1.1B

$816M

36.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EP WEALTH ADVISORS

Sep 27, 2022

Jul 3, 2024

WESTWOOD, MA

Team lift out

RIA to RIA

66.7%