ONE CHARLES PRIVATE WEALTH, LLC

HINGHAM, Massachusetts·2 registered advisors·CRD# 281121

SEC# 801-106681617-337-4206

01

Firm Overview

AUM

$204M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at ONE CHARLES PRIVATE WEALTH, LLC

2 registered advisors

Angela Squarcia

HINGHAM, Massachusetts

Geoffrey Allen Gorman

HINGHAM, Massachusetts

05

Office Locations

HINGHAM, Massachusetts

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Data sourced from SEC Form ADV filings. ONE CHARLES PRIVATE WEALTH, LLC (CRD# 281121) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.