| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Randall Wallin Control | Lead Advisor | Under 5% | 2019 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2017 |
| Paul Andrew Squarcia Control | Founding Partner And Cco | Under 5% | 2017 |
One Charles Private Wealth Services, LLC reports $936.4 million in regulatory assets under management on its Form ADV.
One Charles Private Wealth Services, LLC reports 9 employees.
One Charles Private Wealth Services, LLC is based in Hingham, MA and has been SEC-registered since 2017.
One Charles Private Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 99 Derby Street, Suite 100, Hingham, MA 02043 |
| Phone | 617-337-4208 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1800938 |
| Discloses disciplinary history | No |
| Discretionary | $763.8M |
| Non-discretionary | $172.6M |
| Total (RAUM) | $936.4M |