# One Charles Private Wealth

One Charles Private Wealth is a Bank / Wealth / Trust based in Hingham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Hingham, United States
- **Region:** North America
- **Address:** Hingham, MA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** onecharlespw.com
- **LinkedIn:** https://www.linkedin.com/company/one-charles-private-wealth

## Regulatory record

- **CRD number:** 286635
- **SEC file number:** 801-109973
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286635

## About

Founded in 2015, One Charles Private Wealth is a Massachusetts-based registered investment advisor operating from Hingham. The firm provides investment management, financial planning, and portfolio management to individuals, business entities, and other organizations. Public records indicate a structure typical of an independent RIA — fee-based advisory, a fiduciary standard, and a client base drawn from the Boston-area wealth corridor — though the firm discloses no founding principals, wealth origin, or internal team composition. As a regulated RIA, One Charles files Form ADV with the SEC, which confirms its advisory activities but does not publicly disclose asset-class allocations, fund structures, or named portfolio holdings. The firm's footprint is confined to Massachusetts, with no known additional offices. Without named principals or published client lists, the deployment strategy cannot be characterized beyond the standard retail-wealth planning toolkit: asset allocation, retirement planning, and portfolio construction for private clients. The firm does not publish AUM, team headcount, or affiliated wealth vehicles such as philanthropic foundations or operating companies. In the absence of disclosed scale or personnel, One Charles occupies the quietest corner of the advisor landscape — a practice that may serve a concentrated set of local families but declines to participate in the transparency norms that characterize the multi-family-office and institutional-RIA segments. The absence of a website scraped for this profile, a LinkedIn presence, or named leadership reflects either an inward-facing client-service model or a deliberate posture of privacy uncommon among SEC-registered advisors seeking to grow their brand in a consolidating industry.

## Questions

### What is One Charles Private Wealth's regulatory status?

One Charles Private Wealth operates as a registered investment advisor (RIA) regulated by the US Securities and Exchange Commission. As an RIA, the firm is bound by a fiduciary duty to act in its clients' best interests. The firm's Form ADV filing, which all RIAs must submit, confirms its advisory activities in Massachusetts.

### What investment services does One Charles Private Wealth provide?

Per its regulatory filings, the firm offers investment management, financial planning, and portfolio management. Its client base includes individuals, business entities, and other organizations. Beyond these broad categories, no specific investment strategies or asset-class allocations are disclosed publicly.

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Last updated: 2026-08-11T02:43:31.692Z

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