One Charles Private Wealth, LLC
One Charles Private Wealth, LLC (CRD# 281121) is a financial advisory firm headquartered in Hingham, MA. They manage $102,200,000 in 732 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
One Charles Private Wealth, LLC
By the Numbers
-
Total Assets Under Management102MILLION
-
Total Number of Accounts732ACCOUNTS
-
Average Account Value$139,617
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CA, CT, FL, MA, NH, NJ, NY, TX
Financial Advisors at One Charles Private Wealth, LLC
1
Ines Seferi (CRD# 6034031) is an Investment Advisor Representative working at One Charles Private Wealth, LLC in Hingham, MA and has over 5 years of experience in the finance industry.
2
Chad Leverone (CRD# 5546116) is an Investment Advisor Representative working at One Charles Private Wealth, LLC in Hingham, MA and has over 9 years of experience in the finance industry.
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