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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- FusionCatalyst
- Established Date
- 09-16-1983
- Office Locations
- 2
Office Locations
About Cabot Wealth Management
Cabot Wealth Management (est. 1983) provides personalized wealth management and financial planning for individuals and business owners, including clients navigating major life events or the ongoing responsibilities of maintaining wealth. The firm supports portfolio construction and asset allocation with risk management, using ETF- and fixed-income-oriented implementation. Custodied with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SONIA LYNN ERNST
MANAGER OF OPERATIONS, Partner, PRINCIPAL, Trader
- CRD
- --
- Ownership
- 10% but less than 25%
JAMES MICHAEL GASPARELLO
Director of Wealth Management, Principal
- CRD
- #1470145
- Ownership
- 10% but less than 25%
Ridge alpha
Fusion quantum
- CRD
- #62640
- Ownership
- 7.3%
Showing 2 of 6 owners & executives
Unlock allContacts
Kelly Jean Birchmore
Client Services Specialist
- CRD
- #7826487
ALEXANDER FRANCIS CASTRICHINI
Senior Wealth Advisor
- CRD
- #5986242
Summit catalyst
Pioneer capital meridian
- CRD
- #41858
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,217,598,885 | $670,853 |
| Non-Discretionary | $0 | -- |
| Total | $1,217,598,885 | $670,853 |
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Separately Managed Accounts
Total SMA Asset: $1,217,598,885
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,312,597,662 | 19.5% |
| Corporate - Investment Grade | $1,790,517,836 | 26.6% |
| U.S. Government/Agency | $1,581,848,464 | 23.5% |
| Cash | $1,427,029,253 | 21.2% |
| Municipal Bonds | $619,276,845 | 9.2% |
| Total | $6,731,270,060 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER VERTEX FRONTIER | ELEMENT FRONTIER | B50JPAXUL | ZWWK | 6.97% | $97,433,328 |
| PATHWAY NORTH VERTEX | EAGLE MERIDIAN | E2D3AHPH2 | QUZ | 9.37% | $55,502,919 |
| RIDGE FOUNDATION HORIZON | SIGNAL HARBOR | UBSAJMABG | UDL | 9.25% | $83,108,108 |
| RIDGE PATHWAY FRONTIER | UNISON INSIGHT | 5NDQOA5HD | NYS | 4.02% | $81,926,516 |
| VECTOR ATLAS INSIGHT | BRIDGE MOMENTUM | JDR4VXM1Y | GISZ | 3.69% | $22,846,126 |
| PATHWAY FOUNDATION GLACIER | NORTH MATRIX | AGZ61AFBK | SLZU | 12.08% | $30,845,348 |
| PRIME TIMBER | VERTEX VALUE | 7DOW0QZGP | IOY | 2.67% | $98,234,929 |
| CAPITAL WAVE CREST | VITAL SIGNAL | BRVF175SE | LYHSV | 5.78% | $96,396,786 |