One Charles Private Wealth

CRD 286635 · Hingham, MA · $1.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 286635
SEC number: 801-109973
Firm type: RIA
Assets under management: $1.1B as of May 14, 2026
Website: focusfinancialpartners.com ↗
Phone: 617-337-4208
Address: 99 Derby Street, Hingham, MA, 02043

Advisors at this firm

5 in our index · page 1 of 1

Oscar Cole BuntingCRD 8199235 · Hingham, MA

IA Registered
Jack Wilson MccartyCRD 7695907 · Hingham, MA

IA Registered
Paul Andrew SquarciaCRD 4196537 · Fort Lauderdale, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Erik Randall WallinCRD 4406538 · Hingham, MA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Veronica Anne WalshCRD 8158708 · Hingham, MA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 286635 ↗ FINRA BrokerCheck record for firm CRD 286635 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.