ONE CHARLES PRIVATE WEALTH SERVICES, LLC
Legal name: ONE CHARLES PRIVATE WEALTH
CRD #286635 SEC #801-109973 HINGHAM, MA 617-337-4208
SEC Registered
Total AUM
$936.4M
Discretionary
$763.8M
Employees
9
Clients
101
Accounts
347
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $936.4M | $763.8M | $172.6M | 9 | 0 |
| Mar 2025 | $936.4M | $763.8M | $172.6M | 9 | 0 |
| Oct 2024 | $715.1M | $613.8M | $101.3M | 9 | 0 |
| Apr 2024 | $715.1M | $613.8M | $101.3M | 9 | 0 |
| Mar 2024 | $715.1M | $613.8M | $101.3M | 9 | 0 |
| Mar 2024 | $715.1M | $613.8M | $101.3M | 9 | 0 |
| Feb 2024 | $621.9M | $537.2M | $84.6M | 5 | 0 |
| Sep 2023 | $621.9M | $537.2M | $84.6M | 5 | 0 |
| Sep 2023 | $621.9M | $537.2M | $84.6M | 5 | 0 |
| Sep 2023 | $621.9M | $537.2M | $84.6M | 5 | 0 |
| Sep 2023 | $621.9M | $537.2M | $84.6M | 5 | 0 |
| May 2023 | $621.9M | $537.2M | $84.6M | 5 | 0 |
| May 2023 | $621.9M | $537.2M | $84.6M | 5 | 0 |
| Mar 2023 | $621.9M | $537.2M | $84.6M | 5 | 0 |
| Mar 2023 | $621.9M | $537.2M | $84.6M | 5 | 0 |
| Oct 2022 | $675.9M | $569.5M | $106.4M | 5 | 0 |
| Aug 2022 | $675.9M | $569.5M | $106.4M | 5 | 0 |
| Mar 2022 | $675.9M | $569.5M | $106.4M | 5 | 0 |
| Jan 2022 | $515.2M | $419.5M | $95.7M | 7 | 0 |
| Jun 2021 | $515.2M | $419.5M | $95.7M | 7 | 0 |
| May 2021 | $515.2M | $419.5M | $95.7M | 7 | 0 |
| Apr 2021 | $515.2M | $419.5M | $95.7M | 7 | 0 |
| Mar 2021 | $515.2M | $419.5M | $95.7M | 7 | 0 |
| Mar 2021 | $515.2M | $419.5M | $95.7M | 7 | 0 |
| Oct 2020 | $446.9M | $370.4M | $76.5M | 5 | 0 |
| Aug 2020 | $861M | $838.5M | $22.4M | 17 | 0 |
| Jun 2020 | $861M | $838.5M | $22.4M | 17 | 0 |
| Mar 2020 | $861M | $838.5M | $22.4M | 17 | 0 |
| Aug 2019 | $818.5M | $798.4M | $20.1M | 18 | 0 |
| Jul 2019 | $290.6M | $288.3M | $2.3M | 17 | 0 |
| Jul 2019 | $290.6M | $288.3M | $2.3M | 17 | 0 |
| Mar 2019 | $290.6M | $288.3M | $2.3M | 6 | 0 |
| Aug 2018 | $294.4M | $291.6M | $2.8M | 7 | 0 |
| Mar 2018 | $294.4M | $291.6M | $2.8M | 7 | 0 |
| Sep 2017 | $260.7M | $258.2M | $2.5M | 5 | 200 |
| Aug 2017 | $260.7M | $258.2M | $2.5M | 5 | 200 |
| Apr 2017 | $260.7M | $258.2M | $2.5M | 5 | 200 |
| Feb 2017 | $260.7M | $258.2M | $2.5M | 5 | 200 |
DateMar 2025
Total AUM$936.4M
Discretionary$763.8M
Non-Disc.$172.6M
Employees9
Clients0
DateMar 2025
Total AUM$936.4M
Discretionary$763.8M
Non-Disc.$172.6M
Employees9
Clients0
DateOct 2024
Total AUM$715.1M
Discretionary$613.8M
Non-Disc.$101.3M
Employees9
Clients0
DateApr 2024
Total AUM$715.1M
Discretionary$613.8M
Non-Disc.$101.3M
Employees9
Clients0
DateMar 2024
Total AUM$715.1M
Discretionary$613.8M
Non-Disc.$101.3M
Employees9
Clients0
DateMar 2024
Total AUM$715.1M
Discretionary$613.8M
Non-Disc.$101.3M
Employees9
Clients0
DateFeb 2024
Total AUM$621.9M
Discretionary$537.2M
Non-Disc.$84.6M
Employees5
Clients0
DateSep 2023
Total AUM$621.9M
Discretionary$537.2M
Non-Disc.$84.6M
Employees5
Clients0
DateSep 2023
Total AUM$621.9M
Discretionary$537.2M
Non-Disc.$84.6M
Employees5
Clients0
DateSep 2023
Total AUM$621.9M
Discretionary$537.2M
Non-Disc.$84.6M
Employees5
Clients0
DateSep 2023
Total AUM$621.9M
Discretionary$537.2M
Non-Disc.$84.6M
Employees5
Clients0
DateMay 2023
Total AUM$621.9M
Discretionary$537.2M
Non-Disc.$84.6M
Employees5
Clients0
DateMay 2023
Total AUM$621.9M
Discretionary$537.2M
Non-Disc.$84.6M
Employees5
Clients0
DateMar 2023
Total AUM$621.9M
Discretionary$537.2M
Non-Disc.$84.6M
Employees5
Clients0
DateMar 2023
Total AUM$621.9M
Discretionary$537.2M
Non-Disc.$84.6M
Employees5
Clients0
DateOct 2022
Total AUM$675.9M
Discretionary$569.5M
Non-Disc.$106.4M
Employees5
Clients0
DateAug 2022
Total AUM$675.9M
Discretionary$569.5M
Non-Disc.$106.4M
Employees5
Clients0
DateMar 2022
Total AUM$675.9M
Discretionary$569.5M
Non-Disc.$106.4M
Employees5
Clients0
DateJan 2022
Total AUM$515.2M
Discretionary$419.5M
Non-Disc.$95.7M
Employees7
Clients0
DateJun 2021
Total AUM$515.2M
Discretionary$419.5M
Non-Disc.$95.7M
Employees7
Clients0
DateMay 2021
Total AUM$515.2M
Discretionary$419.5M
Non-Disc.$95.7M
Employees7
Clients0
DateApr 2021
Total AUM$515.2M
Discretionary$419.5M
Non-Disc.$95.7M
Employees7
Clients0
DateMar 2021
Total AUM$515.2M
Discretionary$419.5M
Non-Disc.$95.7M
Employees7
Clients0
DateMar 2021
Total AUM$515.2M
Discretionary$419.5M
Non-Disc.$95.7M
Employees7
Clients0
DateOct 2020
Total AUM$446.9M
Discretionary$370.4M
Non-Disc.$76.5M
Employees5
Clients0
DateAug 2020
Total AUM$861M
Discretionary$838.5M
Non-Disc.$22.4M
Employees17
Clients0
DateJun 2020
Total AUM$861M
Discretionary$838.5M
Non-Disc.$22.4M
Employees17
Clients0
DateMar 2020
Total AUM$861M
Discretionary$838.5M
Non-Disc.$22.4M
Employees17
Clients0
DateAug 2019
Total AUM$818.5M
Discretionary$798.4M
Non-Disc.$20.1M
Employees18
Clients0
DateJul 2019
Total AUM$290.6M
Discretionary$288.3M
Non-Disc.$2.3M
Employees17
Clients0
DateJul 2019
Total AUM$290.6M
Discretionary$288.3M
Non-Disc.$2.3M
Employees17
Clients0
DateMar 2019
Total AUM$290.6M
Discretionary$288.3M
Non-Disc.$2.3M
Employees6
Clients0
DateAug 2018
Total AUM$294.4M
Discretionary$291.6M
Non-Disc.$2.8M
Employees7
Clients0
DateMar 2018
Total AUM$294.4M
Discretionary$291.6M
Non-Disc.$2.8M
Employees7
Clients0
DateSep 2017
Total AUM$260.7M
Discretionary$258.2M
Non-Disc.$2.5M
Employees5
Clients200
DateAug 2017
Total AUM$260.7M
Discretionary$258.2M
Non-Disc.$2.5M
Employees5
Clients200
DateApr 2017
Total AUM$260.7M
Discretionary$258.2M
Non-Disc.$2.5M
Employees5
Clients200
DateFeb 2017
Total AUM$260.7M
Discretionary$258.2M
Non-Disc.$2.5M
Employees5
Clients200