Investment adviser · CRD 286635
ONE CHARLES PRIVATE WEALTH
Investment adviser filing (IA)
ONE CHARLES PRIVATE WEALTH SERVICES, LLC
HINGHAM, MA, United States · Form ADV filed May 14, 2026
- Regulatory AUM
- $1.09B Form ADV · Item 5.F
- Client accounts
- 376 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 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 | 194 | $813,450,942 | 74.3% |
| Other clients | 15 | $206,951,815 | 18.9% |
| Individuals | 140 | $46,720,817 | 4.3% |
| Retirement plans | 8 | $11,897,355 | 1.1% |
| Corporations & businesses | 18 | $10,774,361 | 1.0% |
| Charities | Fewer than 5 | $4,838,657 | 0.4% |
Filing source
Form ADV 2105776 · May 14, 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: May 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
99 DERBY STREET, SUITE 100HINGHAM, MA, 02043, United States
CRD 286635
Filing source
Form ADV 2105776 · May 14, 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.