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Firm profile

One Charles Private Wealth

HINGHAM, MACRD 286635Latest ADV May 14, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOPaul A. Squarcia

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

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 May 14, 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.