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CABOT WEALTH MANAGEMENT
CRD 107327File 801-19708
APPROVED
Retail clients
Custody
Filing as of Jun 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.22B
Above cohort median (national)
Discretionary AUM
$1.22B
Clients
650
1,815 accounts
Employees
16
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 16, 1983
- Principal office
- 48 DUNHAM RIDGE RD, SUITE 2000, BEVERLY, MA, 01915
- Phone
- 978-745-9233
- Website
- HTTP://WWW.ECABOT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.22B
- Discretionary AUM
- $1.22B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,815
- Non-discretionary accounts
- 0
- Total accounts
- 1,815
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 14 | $26.1M |
| High net worth individuals | 636 | $1.19B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $1,060,164,023 | $1,217,598,885 | increased by$157,434,862 |
| Apr 1, 2026 | Accounts | 1,748 | 1,815 | increased by67 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 16 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 664 | 650 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,101,610,638 | $1,060,164,023 | decreased by$41,446,615 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,751 | 1,748 | decreased by3 |
| Apr 1, 2022 | Clients | 646 | 664 | increased by18 |
| Apr 1, 2022 | AUM | $933,206,426 | $1,101,610,638 | increased by$168,404,212 |
| Apr 1, 2022 | Accounts | 1,733 | 1,751 | increased by18 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CABOT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CABOT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.