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MCCARTER PRIVATE WEALTH SERVICES LLC
CRD 108191File 801-54171
APPROVED
Retail clients
Custody
Filing as of Dec 16, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$427.7M
Below cohort median (national)
Discretionary AUM
$358.5M
Non-discretionary $69.2M
Clients
126
199 accounts
Employees
6
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 3, 1997
- Principal office
- 265 FRANKLIN STREET, BOSTON, MA, 02110
- Phone
- 617-449-6500
- Website
- HTTP://WWW.MCCARTERPWS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $427.7M
- Discretionary AUM
- $358.5M
- Non-discretionary AUM
- $69.2M
- Discretionary accounts
- 155
- Non-discretionary accounts
- 44
- Total accounts
- 199
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.2M |
| Charitable organizations | 8 | $38.6M |
| High net worth individuals | 83 | $363.1M |
| Individuals (other than high net worth individuals) | 34 | $20.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.