Charles River Wealth Management, LLC
● SEC registered since 2025CRD 288017SEC# 801-132125Burlington, MA
Reg. AUM
$110.3M
Employees
1
Accounts
343
Location
Burlington, MA
Charles River Wealth Management, LLC assets under management
Charles River Wealth Management, LLC is an investment advisory firm registered with the SEC based in Burlington, MA. The firm has been registered since 2025. It reports $110.3 million in regulatory assets under management and employs 1 people.
Charles River Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenan Nacar Control | Managing Partner And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Charles River Wealth Management, LLC manage?
Charles River Wealth Management, LLC reports $110.3 million in regulatory assets under management on its Form ADV.
How many employees does Charles River Wealth Management, LLC have?
Charles River Wealth Management, LLC reports 1 employees.
Where is Charles River Wealth Management, LLC located?
Charles River Wealth Management, LLC is based in Burlington, MA and has been SEC-registered since 2025.
Does Charles River Wealth Management, LLC disclose fund performance?
Charles River Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$110.3M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$110.3Mregulatory AUM
Discretionary $109.4MNon-discretionary $898K