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ONE CHARLES PRIVATE WEALTH SERVICES, LLC

dba ONE CHARLES PRIVATE WEALTH · CRD 286635 · Registered Investment Adviser

ONE CHARLES PRIVATE WEALTH SERVICES, LLC is a Registered Investment Adviser headquartered in HINGHAM, MA. The firm reports $1,094,633,947 in regulatory assets under management across 376 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$882,818,567
Non-discretionary$211,815,380
Total RAUM$1,094,633,947
Accounts376

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 286635. adviserinfo.sec.gov/firm/summary/286635.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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