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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-15-2017
- Office Locations
- 2
Office Locations
About ONE Charles Private Wealth
ONE Charles Private Wealth is a Hingham-based RIA with 2 offices. The firm has been operating for 9 years. Managing $1.1B in total assets under management, with 5 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 26, 2025 and May 14, 2026, reported AUM increased 16.9%, from $936.4M to $1.1B.
Across 5 reported observations, AUM increased 62.0% between October 12, 2022 and May 14, 2026, from $675.9M to $1.1B.
Of the latest reported AUM, 80.6% is discretionary and 19.4% is non-discretionary.
The firm reports 5 advisory representatives and 376 clients, or 75.2 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on May 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review ONE Charles Private Wealth's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full ONE Charles Private Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL ANDREW SQUARCIA JR.
Chief Compliance Officer, FOUNDING PARTNER
- CRD
- #4196537
- Ownership
- Less than 5%
ERIK RANDALL WALLIN
Financial Advisor, General Partner, LEAD ADVISOR
- CRD
- #4406538
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Oscar Cole Bunting
Relationship Manager
- CRD
- #8199235
Jack Wilson McCarty
Relationship Manager
- CRD
- #7695907
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $882,818,567 | $2,459,105 |
| Non-Discretionary | $211,815,380 | $12,459,728 |
| Total | $1,094,633,947 | $2,911,260 |
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Separately Managed Accounts
SMA allocation detail is available
ONE Charles Private Wealth has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
ONE Charles Private Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.