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CABOT WEALTH MANAGEMENT

CRD 107327 · SEC 801-19708

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48 DUNHAM RIDGE RD, SUITE 2000, BEVERLY, MA, 01915, United States

Phone

978-745-9233

Fax

978-744-3109

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.22B

Discretionary AUM

$1.22B

Team

16 total employees; 8 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals636$1.19B
Charitable organizations14$26.1M

States served

VT, AK, AZ, CA, DE, GA, IL, LA, ME, MA, MI, MN, NE, NJ, NY, NC, OH, PA, SC, VA, WI, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD