| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenan Nacar Control | Managing Partner And Chief Compliance Officer | Over 75% | 2017 |
Charles River Wealth Management, LLC reports $100.8 million in regulatory assets under management on its Form ADV.
Charles River Wealth Management, LLC reports 1 employees.
Charles River Wealth Management, LLC is based in Burlington, MA and has been SEC-registered since 2025.
Charles River Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 50 Mall Road, Suite 209, Burlington, MA 01803 |
| Phone | (781) 270-5400 |
| Fax | (781) 270-5410 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $100M |
| Non-discretionary | $816K |
| Total (RAUM) | $100.8M |