CABOT WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$1,217,598,885
Discretionary
$1,217,598,885
Non-discretionary
$0
Firm details
- CRD number
- 107327
- SEC file number
- 801-19708
- Main office
- BEVERLY, MA, United States
- Employees
- 16
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.