Cabot Wealth Management
Beverly, MA·SEC-registered · CRD #107327
Cabot Wealth Management is an SEC-registered investment advisory firm in Beverly, MA managing $1.2B across 1.8k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
1.8k
Advisory staff
8
Fee model
Fee-based
How Cabot Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cabot Wealth Management
How much does Cabot Wealth Management manage?
Per its most recent SEC Form ADV filing (06/25/2026), Cabot Wealth Management reports $1.2B in regulatory assets under management across roughly 1.8k client accounts.
How does Cabot Wealth Management charge?
Cabot Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cabot Wealth Management a fiduciary?
Yes. Cabot Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #107327), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cabot Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cabot Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Cabot Wealth Management's public SEC Form ADV filing (CRD #107327, filed 06/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cabot Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cabot Wealth Management? Claim this profile.