Cabot Wealth Management
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 650
- Avg AUM / client
- $1.9M
- Accounts
- 1,815
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 636 | $1.2B | 97.9% |
| Charitable organizations | 14 | $26.1M | 2.14% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Tomlinson Lutts | President | Sep 1983 (43y) | 50% – 75% | |
| James Michael Gasparello | Principal & Senior Financial Counselor | Jan 1998 (29y) | 10% – 25% | |
| Gregory A Stevens | Principal, Cco | CFP | Aug 2004 (22y) | 10% – 25% |
| Ernst, Sonia, Lynn | Principal & Manager Of Operations And Trading | Jan 2006 (21y) | 10% – 25% | |
| Thomas Christopher Vautin | Principal | CFP Chartered Financial Consultant | Jan 2011 (16y) | 5% – 10% |
| Craig Edward Goryl | Principal Chief Investment Offiicer | CFA | Jul 2013 (13y) | 5% – 10% |
| Tyler Oliver Swaim | Registered representative | Aug 2018 (8y) | ||
| Alexander Francis Castrichini | Registered representative | Mar 2021 (5y) | ||
| Kelly Jean Birchmore | Registered representative | Sep 2025 (1y) | ||
| Nathan Stevens | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $849M (70% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗