Cabot Wealth Management
● SEC registered since 1983CRD 107327SEC# 801-19708Beverly, MA
Reg. AUM
$1.22B
Employees
16
Accounts
1,815
Location
Beverly, MA
Cabot Wealth Management assets under management
Cabot Wealth Management is a registered investment adviser overseen by the SEC based in Beverly, MA. The firm has been registered since 1983. It reports $1.2 billion in regulatory assets under management and employs 16 people.
Cabot Wealth Management owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Edward Goryl | Principal -- Chief Investment Offiicer | 10-25% | 2021 |
| Gregory A Stevens | Principal, Cco | 10-25% | 2010 |
| James Michael Gasparello Control | Principal & Senior Financial Counselor | 10-25% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Cabot Wealth Management manage?
Cabot Wealth Management reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Cabot Wealth Management have?
Cabot Wealth Management reports 16 employees.
Where is Cabot Wealth Management located?
Cabot Wealth Management is based in Beverly, MA and has been SEC-registered since 1983.
Does Cabot Wealth Management disclose fund performance?
Cabot Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 48 Dunham Ridge Rd, Suite 2000, Beverly, MA 01915 |
| Phone | 978-745-9233 |
| Fax | 978-744-3109 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.22B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.22Bregulatory AUM
Discretionary $1.22B