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CABOT WEALTH MANAGEMENT

216 Essex Street
Salem, Massachusetts 1970
Tel: 978-745-9233

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About CABOT WEALTH MANAGEMENT

CABOT WEALTH MANAGEMENT, formally registered with the SEC as CABOT WEALTH MANAGEMENT. The firm was established in 09/16/1983. They have over 1 offices throughout the country.

CABOT WEALTH MANAGEMENT is a Salem, Massachusetts based Financial Planning firm with nearly $862,691,335 assets under management, offering retirement planning & investment advisory services to 1742 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107327
SEC#801-19708
Assets Managed by Firm$862,691,335
No. of Clients1742
No. of Advisors17

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total1742$862,691,335
High net worth individuals641$845,437,509
Charitable organizations14$17,253,826

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