Investment adviser · CRD 107327
CABOT WEALTH MANAGEMENT
Investment adviser filing (IA)
BEVERLY, MA, United States · Form ADV filed Jun 25, 2026
- Regulatory AUM
- $1.22B Form ADV · Item 5.F
- Client accounts
- 1,815 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 636 | $1,191,542,269 | 97.9% |
| Charities | 14 | $26,056,616 | 2.1% |
Filing source
Form ADV 2115604 · Jun 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
48 DUNHAM RIDGE RD, SUITE 2000BEVERLY, MA, 01915, United States
CRD 107327
Filing source
Form ADV 2115604 · Jun 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.