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Radius Wealth Management, Inc.

● SEC registered since 2022CRD 168159SEC# 801-123525Boston, MA
Export (members)
Reg. AUM
$171.4M
Employees
3
Accounts
290
Location
Boston, MA

Radius Wealth Management, Inc. assets under management

Radius Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2022. It reports $171.4 million in regulatory assets under management and employs 3 people.
radiuswealth.comView on SEC.gov ↗

Radius Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Charles Christian Von Stackelberg ControlInvestment Associate And Chief Compliance Officer10-25%2022
Nancy Schaffer Von Stackelberg ControlPrincipalOver 75%2014

Frequently asked questions

How much does Radius Wealth Management, Inc. manage?

Radius Wealth Management, Inc. reports $171.4 million in regulatory assets under management on its Form ADV.

How many employees does Radius Wealth Management, Inc. have?

Radius Wealth Management, Inc. reports 3 employees.

Where is Radius Wealth Management, Inc. located?

Radius Wealth Management, Inc. is based in Boston, MA and has been SEC-registered since 2022.

Does Radius Wealth Management, Inc. disclose fund performance?

Radius Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Mariana Park Drive, Suite 1484, Boston, MA 02210
Phone(617) 765-2200
Office hours9:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$171.4M
Non-discretionary$0
Total (RAUM)$171.4M