Mccarter Private Wealth Services LLC
Mccarter Private Wealth Services LLC is an SEC-registered wealth manager in Boston, MA with $427.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Mccarter Private Wealth Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108191, SEC 801-54171, data through 2025-12-16.
- AUM (assets under management / regulatory AUM)
- $427.7M (2025-12-16)
- Firm type
- Wealth Manager
- Location
- Boston, MA
- Employees
- 6
- Clients
- 126
- CRD
- 108191
- Ownership
- RIVES, ROBERT, CLEMENT; BAXTER, RAYMOND, EDWARD; FOLTA, RAND, GOODWIN; BURNS & LEVINSON, LLP; MEDWED, HOWARD, D
How much AUM does Mccarter Private Wealth Services LLC have?
Mccarter Private Wealth Services LLC reported $427.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-16).
Who owns Mccarter Private Wealth Services LLC?
Disclosed owners and executives of Mccarter Private Wealth Services LLC include RIVES, ROBERT, CLEMENT, BAXTER, RAYMOND, EDWARD, FOLTA, RAND, GOODWIN, BURNS & LEVINSON, LLP, MEDWED, HOWARD, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.