ONE CHARLES PRIVATE WEALTH SERVICES, LLC
DBA: ONE CHARLES PRIVATE WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.09B |
| Discretionary | $882.8M81% of AUM |
| Non-Discretionary | $211.8M |
| Client Accounts | 376 |
| Avg Account Size | $2.9M |
| Employees | 7 |
| Peak AUM | $1.09BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +16.9% | +20.7% | +16.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.09B |
| Discretionary | $882.8M |
| Employees | 7 |
| Client Accounts | 376 |
| Client Range | 251-500 |
Contact & Location
Address
99 DERBY STREET
HINGHAM MA 02043
Phone
617-337-4208
Filing History
42 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$883M
80.6% of AUM
Non-Discretionary
$212M
19.4% of AUM
Disc. mix ▼ 0.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Registered RepBanking Institution
Related Entities (Item 7)
Broker-DealerInvestment AdviserBanking InstitutionInsurance CompanyPension ConsultantTrust CompanyAccounting Firm