One Charles Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hingham, MA. Its latest Form ADV filing, dated March 30, 2026, reports $1.1B in regulatory assets under management, 7 employees, 1 office, and 376 accounts.
Assets Under Management
$1.1B
Employees
7
Offices
1 office
Total Clients
376
Primary office
HINGHAM, MA
99 DERBY STREET, SUITE 100, HINGHAM, MA, United States
Top client segmentHNWI represent 51.6% of total clients.
Top client categories% of clientsClients
1
HNWI
51.6%
194
2
Individuals
37.2%
140
3
Corporations
4.8%
18
4
401K DEFINED CONTRIBUTION PLANS
4.0%
15
5
Pension Plans
2.1%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 30, 2026
Discretionary80.6%
$883M
81% of total RAUM80.6%
Non-discretionary19.4%
$212M
19% of total RAUM19.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts376
10Y AUM Change+$834M (+319.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee54:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.