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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 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 376 | 361 |
| 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.