MCCARTER PRIVATE WEALTH SERVICES LLC
CRD #108191 SEC #801-54171 BOSTON, MA 617-449-6500
SEC Registered
Total AUM
$427.7M
Discretionary
$358.5M
Employees
6
Clients
0
Accounts
199
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $427.7M | $358.5M | $69.2M | 6 | 0 |
| Dec 2024 | $381.4M | $314.5M | $66.9M | 5 | 0 |
| Nov 2024 | $344.3M | $294.8M | $49.5M | 4 | 0 |
| Sep 2024 | $344.3M | $294.8M | $49.5M | 3 | 0 |
| Jun 2024 | $344.3M | $294.8M | $49.5M | 3 | 0 |
| Mar 2024 | $344.3M | $294.8M | $49.5M | 4 | 0 |
| Mar 2023 | $283.5M | $256.2M | $27.3M | 4 | 0 |
| Oct 2022 | $328M | $308.8M | $19.2M | 6 | 0 |
| Mar 2022 | $328M | $308.8M | $19.2M | 6 | 0 |
| Mar 2022 | $328M | $308.8M | $19.2M | 6 | 0 |
| Mar 2021 | $292.3M | $267.3M | $25.1M | 3 | 0 |
| Jun 2020 | $236.5M | $213.2M | $23.3M | 3 | 0 |
| Mar 2020 | $236.5M | $213.2M | $23.3M | 3 | 0 |
| Jul 2019 | $186.8M | $167.8M | $18.9M | 3 | 0 |
| Mar 2019 | $186.8M | $167.8M | $18.9M | 3 | 0 |
| Mar 2018 | $196.1M | $177.4M | $18.7M | 3 | 0 |
| Mar 2017 | $179M | $143.8M | $35.3M | 3 | 200 |
| Oct 2016 | $170M | $137.8M | $32.2M | 3 | 200 |
| Mar 2016 | $170M | $137.8M | $32.2M | 3 | 200 |
| Mar 2015 | $175.6M | $141M | $34.6M | 3 | 200 |
| Mar 2014 | $182.9M | $145.2M | $37.7M | 3 | 300 |
| Dec 2013 | $190.9M | $120.4M | $70.5M | 3 | 300 |
| Mar 2013 | $190.9M | $120.4M | $70.5M | 3 | 300 |
| Mar 2012 | $187.2M | $126.8M | $60.4M | 6 | 300 |
| Mar 2011 | $187.8M | $130.8M | $57M | 10 | -- |
| Mar 2011 | $187.8M | $130.8M | $57M | 10 | -- |
| Mar 2009 | $157.2M | $114.7M | $42.5M | 10 | -- |
| Mar 2008 | $188.4M | $137.2M | $51.2M | 10 | -- |
| Mar 2007 | $136.5M | $81.8M | $54.7M | 10 | -- |
| Mar 2006 | $130.4M | $74.2M | $56.3M | 10 | -- |
| Mar 2004 | $107.1M | $72.5M | $34.6M | 5 | -- |
| May 2001 | $115M | $70M | $45M | 5 | -- |
DateDec 2025
Total AUM$427.7M
Discretionary$358.5M
Non-Disc.$69.2M
Employees6
Clients0
DateDec 2024
Total AUM$381.4M
Discretionary$314.5M
Non-Disc.$66.9M
Employees5
Clients0
DateNov 2024
Total AUM$344.3M
Discretionary$294.8M
Non-Disc.$49.5M
Employees4
Clients0
DateSep 2024
Total AUM$344.3M
Discretionary$294.8M
Non-Disc.$49.5M
Employees3
Clients0
DateJun 2024
Total AUM$344.3M
Discretionary$294.8M
Non-Disc.$49.5M
Employees3
Clients0
DateMar 2024
Total AUM$344.3M
Discretionary$294.8M
Non-Disc.$49.5M
Employees4
Clients0
DateMar 2023
Total AUM$283.5M
Discretionary$256.2M
Non-Disc.$27.3M
Employees4
Clients0
DateOct 2022
Total AUM$328M
Discretionary$308.8M
Non-Disc.$19.2M
Employees6
Clients0
DateMar 2022
Total AUM$328M
Discretionary$308.8M
Non-Disc.$19.2M
Employees6
Clients0
DateMar 2022
Total AUM$328M
Discretionary$308.8M
Non-Disc.$19.2M
Employees6
Clients0
DateMar 2021
Total AUM$292.3M
Discretionary$267.3M
Non-Disc.$25.1M
Employees3
Clients0
DateJun 2020
Total AUM$236.5M
Discretionary$213.2M
Non-Disc.$23.3M
Employees3
Clients0
DateMar 2020
Total AUM$236.5M
Discretionary$213.2M
Non-Disc.$23.3M
Employees3
Clients0
DateJul 2019
Total AUM$186.8M
Discretionary$167.8M
Non-Disc.$18.9M
Employees3
Clients0
DateMar 2019
Total AUM$186.8M
Discretionary$167.8M
Non-Disc.$18.9M
Employees3
Clients0
DateMar 2018
Total AUM$196.1M
Discretionary$177.4M
Non-Disc.$18.7M
Employees3
Clients0
DateMar 2017
Total AUM$179M
Discretionary$143.8M
Non-Disc.$35.3M
Employees3
Clients200
DateOct 2016
Total AUM$170M
Discretionary$137.8M
Non-Disc.$32.2M
Employees3
Clients200
DateMar 2016
Total AUM$170M
Discretionary$137.8M
Non-Disc.$32.2M
Employees3
Clients200
DateMar 2015
Total AUM$175.6M
Discretionary$141M
Non-Disc.$34.6M
Employees3
Clients200
DateMar 2014
Total AUM$182.9M
Discretionary$145.2M
Non-Disc.$37.7M
Employees3
Clients300
DateDec 2013
Total AUM$190.9M
Discretionary$120.4M
Non-Disc.$70.5M
Employees3
Clients300
DateMar 2013
Total AUM$190.9M
Discretionary$120.4M
Non-Disc.$70.5M
Employees3
Clients300
DateMar 2012
Total AUM$187.2M
Discretionary$126.8M
Non-Disc.$60.4M
Employees6
Clients300
DateMar 2011
Total AUM$187.8M
Discretionary$130.8M
Non-Disc.$57M
Employees10
Clients--
DateMar 2011
Total AUM$187.8M
Discretionary$130.8M
Non-Disc.$57M
Employees10
Clients--
DateMar 2009
Total AUM$157.2M
Discretionary$114.7M
Non-Disc.$42.5M
Employees10
Clients--
DateMar 2008
Total AUM$188.4M
Discretionary$137.2M
Non-Disc.$51.2M
Employees10
Clients--
DateMar 2007
Total AUM$136.5M
Discretionary$81.8M
Non-Disc.$54.7M
Employees10
Clients--
DateMar 2006
Total AUM$130.4M
Discretionary$74.2M
Non-Disc.$56.3M
Employees10
Clients--
DateMar 2004
Total AUM$107.1M
Discretionary$72.5M
Non-Disc.$34.6M
Employees5
Clients--
DateMay 2001
Total AUM$115M
Discretionary$70M
Non-Disc.$45M
Employees5
Clients--