SEC Form ADV

MCCARTER PRIVATE WEALTH SERVICES LLC

Firm profile: McCarter Private Wealth Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA

$427.7M

Assets Under Management

199

Total Clients

Employees

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Registration Details

Accession: CRD-108191
Location: BOSTON, MA
Filing Date: December 16, 2025
AUM: $427.7M
Total Clients: 199
Institutional Clients: 8
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

MCCARTER PRIVATE WEALTH SERVICES LLC is a registered investment adviser headquartered in BOSTON, MA, managing approximately $427.7M in assets across 199 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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