One Charles Private Wealth

Overview

One Charles Private Wealth is an independent registered investment adviser formed in 2017 that serves individuals, families and institutional clients. The firm operates as a capital allocator and combines fee-based wealth management with brokerage and insurance services — it lists registered representative activity with a broker‑dealer and insurance brokerage among its business lines. Advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection and educational workshops. The firm reports a mix of fee arrangements (AUM fees, hourly and fixed charges and other fee types) and does not identify as an active ESG investor. Industry affiliations disclosed by the firm go beyond traditional RIA relationships and include roles such as sponsor/GP or managing member of pooled investment vehicles, pension consulting, and connections to broker‑dealer, accounting, law and insurance firms. That footprint suggests they both allocate to external managers and may structure or sponsor private vehicles for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives