# ONE CHARLES PRIVATE WEALTH SERVICES, LLC

ONE CHARLES PRIVATE WEALTH SERVICES, LLC of HINGHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 286635
- Type: SEC-registered investment adviser
- SEC file number: 801-109973
- Location: 99 DERBY STREET, SUITE 100, HINGHAM, MA, 02043
- Phone: 617-337-4208
- Latest filing: 2026-05-14
- Regulatory AUM: $1.1B
- Discretionary AUM: $882.8M
- Non-discretionary AUM: $211.8M
- Clients: 7
- Accounts: 376

## Business model

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

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Paul Andrew Squarcia | FOUNDING PARTNER AND CCO | — |
| Erik Randall Wallin | LEAD ADVISOR | — |
| DOUMA TODD MACARTHUR | LEAD ADVISOR; PRINCIPAL & SENIOR ADVISER | — |
| SQUARCIA PAUL ANDREW | CHIEF COMPLIANCE OFFICER, FOUNDING PARTNER; FOUNDING PARTNER; FOUNDING PARTNER AND CCO | — |
| WALLIN ERIK RANDALL | LEAD ADVISOR; MANAGING PARTNER | — |
| Desmarais Pamela Anne | CHIEF OPERATING OFFICER | — |
| COREY HOWARD PERKINS | CHIEF OPERATING OFFICER | — |
| ABBASS SUSAN ELAINE | CHIEF COMPLIANCE OFFICER | — |
| LYONS GAVIN DAVID | CHIEF OPERATING OFFICER | — |
| NEELEY STEVEN EUGENE | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286635/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286635/similar
- Related entities: https://search.stillhousedata.com/firm/286635/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286635

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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.