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ONE CHARLES PRIVATE WEALTH
Legal name: ONE CHARLES PRIVATE WEALTH SERVICES, LLC
CRD 286635File 801-109973
APPROVED
Retail clients
Custody
Filing as of May 14, 2026
Feed vintage Aug 31, 2026
Regulatory AUM
$1.09B
Above cohort median (national)
Discretionary AUM
$882.8M
Non-discretionary $211.8M
Clients
361
376 accounts
Employees
7
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 15, 2017
- Principal office
- 99 DERBY STREET, SUITE 100, HINGHAM, MA, 02043
- Phone
- 617-337-4208
- Website
- https://OCPWS.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.09B
- Discretionary AUM
- $882.8M
- Non-discretionary AUM
- $211.8M
- Discretionary accounts
- 359
- Non-discretionary accounts
- 17
- Total accounts
- 376
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $10.8M |
| Charitable organizations | Fewer than 5 | $4.8M |
| High net worth individuals | 194 | $813.5M |
| Pension and profit sharing plans | 8 | $11.9M |
| Individuals (other than high net worth individuals) | 140 | $46.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REV SHARE ON ELIGIBLE CREDIT & CASH SOLUTIONS, FOCUS RISK SOL
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 376 | 361 | decreased by15 |
| Apr 1, 2026 | Employees | 9 | 7 | decreased by2 |
| Apr 1, 2026 | Clients | 347 | 376 | increased by29 |
| Apr 1, 2026 | AUM | $936,375,657 | $1,094,633,947 | increased by$158,258,290 |
| Apr 1, 2026 | Accounts | 347 | 376 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 9 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 302 | 347 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $675,905,657 | $936,375,657 | increased by$260,470,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 302 | 347 | increased by45 |
| Apr 1, 2022 | Employees | 7 | 5 | decreased by2 |
| Apr 1, 2022 | Clients | 256 | 302 | increased by46 |
| Apr 1, 2022 | AUM | $515,213,871 | $675,905,657 | increased by$160,691,786 |
| Apr 1, 2022 | Accounts | 256 | 302 | increased by46 |
| 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 “ONE CHARLES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ONE CHARLES” 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.