MCCARTER PRIVATE WEALTH SERVICES LLC

CRD 108191 · SEC 801-54171

265 FRANKLIN STREET, BOSTON, MA, 02110, United States

Phone

617-449-6500

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$427.7M

Discretionary AUM

$358.5M

Team

6 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2025-12-16

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisers

Type	Clients	AUM
Individuals	34	$20.8M
High net worth individuals	83	$363.1M
Charitable organizations	8	$38.6M
Corporations/business entities	1	$5.2M

MA, TX, NH

Official SEC filing: View on IAPD