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ONE CHARLES PRIVATE WEALTH
ONE CHARLES PRIVATE WEALTH SERVICES, LLC
CRD 286635 · SEC 801-109973
99 DERBY STREET, SUITE 100, HINGHAM, MA, 02043, United States
Phone
617-337-4208
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.09B
Discretionary AUM
$882.8M
Team
7 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; REV SHARE ON ELIGIBLE CREDIT & CASH SOLUTIONS, FOCUS RISK SOL
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsCREDIT & CASH MGMT AND INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $46.7M |
| High net worth individuals | 194 | $813.5M |
| Pension/profit sharing plans | 8 | $11.9M |
| Charitable organizations | 1 | $4.8M |
| Corporations/business entities | 18 | $10.8M |
States served
CA, CO, ID, MA, MT, NY, RI, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD