| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Edward Goryl | Principal -- Chief Investment Offiicer | 5-10% | 2021 |
| Gregory A Stevens | Principal, Cco | 10-25% | 2010 |
| James Michael Gasparello Control | Principal & Senior Financial Counselor | 10-25% | 2006 |
Cabot Wealth Management reports $1.1 billion in regulatory assets under management on its Form ADV.
Cabot Wealth Management reports 16 employees.
Cabot Wealth Management is based in Salem, MA and has been SEC-registered since 1983.
Cabot Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 216 Essex Street, Suite 2000, Salem, MA 01970 |
| Phone | 978-745-9233 |
| Fax | 978-744-3109 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.06B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.06B |