CABOT WEALTH MANAGEMENT
CRD #107327 SEC #801-19708 BEVERLY, MA 978-745-9233
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
16
Clients
101
Accounts
1,748
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.1B | $1.1B | $0 | 16 | 0 |
| Sep 2025 | $1.1B | $1.1B | $0 | 16 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 16 | 0 |
| Mar 2024 | $1B | $1B | $0 | 17 | 0 |
| Mar 2023 | $862.7M | $862.7M | $0 | 17 | 0 |
| Sep 2022 | $1.1B | $1.1B | $0 | 17 | 0 |
| Sep 2022 | $1.1B | $1.1B | $0 | 17 | 0 |
| Aug 2022 | $1.1B | $1.1B | $0 | 17 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 17 | 0 |
| Dec 2021 | $933.2M | $933.2M | $0 | 17 | 0 |
| Mar 2021 | $933.2M | $933.2M | $0 | 17 | 0 |
| Mar 2021 | $759.8M | $759.8M | $0 | 17 | 0 |
| Dec 2020 | $759.8M | $759.8M | $0 | 17 | 0 |
| Jun 2020 | $759.8M | $759.8M | $0 | 17 | 0 |
| Feb 2020 | $759.8M | $759.8M | $0 | 17 | 0 |
| Feb 2019 | $620.6M | $618.2M | $2.4M | 17 | 0 |
| Dec 2018 | $650.6M | $648.8M | $1.8M | 17 | 0 |
| Aug 2018 | $650.6M | $648.8M | $1.8M | 17 | 0 |
| Apr 2018 | $650.6M | $648.8M | $1.8M | 17 | 0 |
| Feb 2018 | $650.6M | $648.8M | $1.8M | 17 | 0 |
| Jan 2018 | $650.6M | $648.8M | $1.8M | 17 | 0 |
| Dec 2017 | $561M | $561M | $0 | 17 | 0 |
| Jul 2017 | $561M | $561M | $0 | 16 | 500 |
| Jun 2017 | $561M | $561M | $0 | 16 | 500 |
| Mar 2017 | $561M | $561M | $0 | 16 | 500 |
| Mar 2017 | $561M | $561M | $0 | 16 | 500 |
| Feb 2017 | $561M | $561M | $0 | 16 | 500 |
| Nov 2016 | $546M | $546M | $0 | 16 | 500 |
| Feb 2016 | $546M | $546M | $0 | 16 | 500 |
| Feb 2016 | $546M | $546M | $0 | 16 | 500 |
| Feb 2016 | $546M | $546M | $0 | 16 | 500 |
| Dec 2015 | $552.8M | $552.8M | $0 | 16 | 500 |
| Jun 2015 | $552.8M | $552.8M | $0 | 16 | 500 |
| Jan 2015 | $552.8M | $552.8M | $0 | 16 | 500 |
| Dec 2014 | $517M | $517M | $0 | 16 | 500 |
| Jan 2014 | $517M | $517M | $0 | 16 | 500 |
| Dec 2013 | $474.9M | $474.9M | $0 | 16 | 500 |
| Jan 2013 | $474.9M | $474.9M | $0 | 16 | 500 |
| Jan 2013 | $474.9M | $474.9M | $0 | 16 | 500 |
| Nov 2012 | $476.7M | $476.7M | $0 | 16 | 500 |
| Mar 2012 | $476.7M | $476.7M | $0 | 11 | 500 |
| Mar 2012 | $476.7M | $476.7M | $0 | 11 | 500 |
| Feb 2012 | $476.7M | $476.7M | $0 | 11 | 500 |
| Nov 2011 | $486.1M | $486.1M | $0 | 11 | 1,000 |
| Jul 2011 | $486.1M | $486.1M | $0 | -- | -- |
| Apr 2011 | $486.1M | $486.1M | $0 | -- | -- |
| Mar 2011 | $486.1M | $486.1M | $0 | -- | -- |
| Jan 2011 | $444.5M | $438.6M | $5.8M | -- | -- |
| Sep 2010 | $444.5M | $438.6M | $5.8M | -- | -- |
| Aug 2010 | $444.5M | $438.6M | $5.8M | -- | -- |
| Jan 2010 | $444.5M | $438.6M | $5.8M | -- | -- |
| Jan 2010 | $350.6M | $348.6M | $2M | -- | -- |
| Oct 2009 | $350.6M | $348.6M | $2M | -- | -- |
| Jan 2008 | $476.4M | $471.7M | $4.7M | -- | -- |
| Jan 2008 | $393.9M | $383.7M | $10.2M | -- | -- |
| Dec 2007 | $393.9M | $383.7M | $10.2M | -- | -- |
| Oct 2007 | $393.9M | $383.7M | $10.2M | -- | -- |
| Jan 2007 | $393.9M | $383.7M | $10.2M | -- | -- |
| Jan 2007 | $342.3M | $337M | $5.4M | -- | -- |
| Dec 2006 | $342.3M | $337M | $5.4M | -- | -- |
| Jan 2006 | $342.3M | $337M | $5.4M | -- | -- |
| Feb 2005 | $293.3M | $289M | $4.4M | -- | -- |
| Oct 2003 | $280.8M | $280.8M | $0 | -- | -- |
| Oct 2001 | $555.6M | $555.6M | $0 | -- | -- |
DateNov 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateSep 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$862.7M
Discretionary$862.7M
Non-Disc.$0
Employees17
Clients0
DateSep 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateSep 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateAug 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateDec 2021
Total AUM$933.2M
Discretionary$933.2M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$933.2M
Discretionary$933.2M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$759.8M
Discretionary$759.8M
Non-Disc.$0
Employees17
Clients0
DateDec 2020
Total AUM$759.8M
Discretionary$759.8M
Non-Disc.$0
Employees17
Clients0
DateJun 2020
Total AUM$759.8M
Discretionary$759.8M
Non-Disc.$0
Employees17
Clients0
DateFeb 2020
Total AUM$759.8M
Discretionary$759.8M
Non-Disc.$0
Employees17
Clients0
DateFeb 2019
Total AUM$620.6M
Discretionary$618.2M
Non-Disc.$2.4M
Employees17
Clients0
DateDec 2018
Total AUM$650.6M
Discretionary$648.8M
Non-Disc.$1.8M
Employees17
Clients0
DateAug 2018
Total AUM$650.6M
Discretionary$648.8M
Non-Disc.$1.8M
Employees17
Clients0
DateApr 2018
Total AUM$650.6M
Discretionary$648.8M
Non-Disc.$1.8M
Employees17
Clients0
DateFeb 2018
Total AUM$650.6M
Discretionary$648.8M
Non-Disc.$1.8M
Employees17
Clients0
DateJan 2018
Total AUM$650.6M
Discretionary$648.8M
Non-Disc.$1.8M
Employees17
Clients0
DateDec 2017
Total AUM$561M
Discretionary$561M
Non-Disc.$0
Employees17
Clients0
DateJul 2017
Total AUM$561M
Discretionary$561M
Non-Disc.$0
Employees16
Clients500
DateJun 2017
Total AUM$561M
Discretionary$561M
Non-Disc.$0
Employees16
Clients500
DateMar 2017
Total AUM$561M
Discretionary$561M
Non-Disc.$0
Employees16
Clients500
DateMar 2017
Total AUM$561M
Discretionary$561M
Non-Disc.$0
Employees16
Clients500
DateFeb 2017
Total AUM$561M
Discretionary$561M
Non-Disc.$0
Employees16
Clients500
DateNov 2016
Total AUM$546M
Discretionary$546M
Non-Disc.$0
Employees16
Clients500
DateFeb 2016
Total AUM$546M
Discretionary$546M
Non-Disc.$0
Employees16
Clients500
DateFeb 2016
Total AUM$546M
Discretionary$546M
Non-Disc.$0
Employees16
Clients500
DateFeb 2016
Total AUM$546M
Discretionary$546M
Non-Disc.$0
Employees16
Clients500
DateDec 2015
Total AUM$552.8M
Discretionary$552.8M
Non-Disc.$0
Employees16
Clients500
DateJun 2015
Total AUM$552.8M
Discretionary$552.8M
Non-Disc.$0
Employees16
Clients500
DateJan 2015
Total AUM$552.8M
Discretionary$552.8M
Non-Disc.$0
Employees16
Clients500
DateDec 2014
Total AUM$517M
Discretionary$517M
Non-Disc.$0
Employees16
Clients500
DateJan 2014
Total AUM$517M
Discretionary$517M
Non-Disc.$0
Employees16
Clients500
DateDec 2013
Total AUM$474.9M
Discretionary$474.9M
Non-Disc.$0
Employees16
Clients500
DateJan 2013
Total AUM$474.9M
Discretionary$474.9M
Non-Disc.$0
Employees16
Clients500
DateJan 2013
Total AUM$474.9M
Discretionary$474.9M
Non-Disc.$0
Employees16
Clients500
DateNov 2012
Total AUM$476.7M
Discretionary$476.7M
Non-Disc.$0
Employees16
Clients500
DateMar 2012
Total AUM$476.7M
Discretionary$476.7M
Non-Disc.$0
Employees11
Clients500
DateMar 2012
Total AUM$476.7M
Discretionary$476.7M
Non-Disc.$0
Employees11
Clients500
DateFeb 2012
Total AUM$476.7M
Discretionary$476.7M
Non-Disc.$0
Employees11
Clients500
DateNov 2011
Total AUM$486.1M
Discretionary$486.1M
Non-Disc.$0
Employees11
Clients1,000
DateJul 2011
Total AUM$486.1M
Discretionary$486.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$486.1M
Discretionary$486.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$486.1M
Discretionary$486.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$444.5M
Discretionary$438.6M
Non-Disc.$5.8M
Employees--
Clients--
DateSep 2010
Total AUM$444.5M
Discretionary$438.6M
Non-Disc.$5.8M
Employees--
Clients--
DateAug 2010
Total AUM$444.5M
Discretionary$438.6M
Non-Disc.$5.8M
Employees--
Clients--
DateJan 2010
Total AUM$444.5M
Discretionary$438.6M
Non-Disc.$5.8M
Employees--
Clients--
DateJan 2010
Total AUM$350.6M
Discretionary$348.6M
Non-Disc.$2M
Employees--
Clients--
DateOct 2009
Total AUM$350.6M
Discretionary$348.6M
Non-Disc.$2M
Employees--
Clients--
DateJan 2008
Total AUM$476.4M
Discretionary$471.7M
Non-Disc.$4.7M
Employees--
Clients--
DateJan 2008
Total AUM$393.9M
Discretionary$383.7M
Non-Disc.$10.2M
Employees--
Clients--
DateDec 2007
Total AUM$393.9M
Discretionary$383.7M
Non-Disc.$10.2M
Employees--
Clients--
DateOct 2007
Total AUM$393.9M
Discretionary$383.7M
Non-Disc.$10.2M
Employees--
Clients--
DateJan 2007
Total AUM$393.9M
Discretionary$383.7M
Non-Disc.$10.2M
Employees--
Clients--
DateJan 2007
Total AUM$342.3M
Discretionary$337M
Non-Disc.$5.4M
Employees--
Clients--
DateDec 2006
Total AUM$342.3M
Discretionary$337M
Non-Disc.$5.4M
Employees--
Clients--
DateJan 2006
Total AUM$342.3M
Discretionary$337M
Non-Disc.$5.4M
Employees--
Clients--
DateFeb 2005
Total AUM$293.3M
Discretionary$289M
Non-Disc.$4.4M
Employees--
Clients--
DateOct 2003
Total AUM$280.8M
Discretionary$280.8M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$555.6M
Discretionary$555.6M
Non-Disc.$0
Employees--
Clients--