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CABOT WEALTH MANAGEMENT

BEVERLY, MA · CRD 107327 · IAPD ↗ · 978-745-9233

$1.22BRegulatory AUM
8Advisory reps
16Employees
0Clients
101-250Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — CABOT WEALTH MANAGEMENT notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — CABOT WEALTH MANAGEMENT moved its main office from SALEM, MA to BEVERLY, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
47
April 2024 — CABOT WEALTH MANAGEMENT notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — CABOT WEALTH MANAGEMENT crossed $1B in regulatory AUM ($862.7M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.