# CABOT WEALTH MANAGEMENT

CABOT WEALTH MANAGEMENT of BEVERLY, MA is an SEC-registered investment adviser.

## Registration

- CRD: 107327
- Type: SEC-registered investment adviser
- SEC file number: 801-19708
- Location: 48 DUNHAM RIDGE RD, SUITE 2000, BEVERLY, MA, 01915
- Phone: 978-745-9233
- Latest filing: 2026-06-25
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 16
- Accounts: 1,815

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Robert Tomlinson Lutts | FOUNDER | — |
| Sonia Lynn Ernst | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | — |
| James Michael Gasparello | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | — |
| Gregory A Stevens | PRINCIPAL, CCO | — |
| Thomas Christopher Vautin | PRINCIPAL | — |
| Craig Edward Goryl | PRINCIPAL -- CHIEF INVESTMENT OFFIICER | — |
| Tyler Oliver Swaim | ADVISOR | — |
| XIARHOS MATTHEW NICHOLAS | EXECUTIVE VICE PRESIDENT | — |
| KOZAK MICHAEL CHARLES | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & DIRECTOR OF WEALTH MANAGEMENT; COMPLIANCE OFFICER | — |
| LUTTS ROBERT TOMLINSON | PRESIDENT; PRESIDENT 7 CHIEF INVESTMENT OFFICER,OWNER; PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER (+1 more) | — |
| STEVENS MARK ALAN | CHIEF COMPLIANCE OFFICER/FINANCIAL COUNSELOR; SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | — |
| STEVENS MARK A | PRINCIPAL, CCO | — |
| ERNST SONIA LYNN | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | — |
| GASPARELLO JAMES MICHAEL | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | — |
| FEMIA JAMES R | VICE PRESIDENT - CONSULTING | — |
| VAUTIN THOMAS CHRISTOPHER | PRINCIPAL | — |
| GORYL CRAIG EDWARD | PRINCIPAL; PRINCIPAL -- CHIEF INVESTMENT OFFIICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107327/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107327/similar
- Related entities: https://search.stillhousedata.com/firm/107327/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107327

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.