Radius Wealth Management, Inc.
● SEC registered since 2022CRD 168159SEC# 801-123525Boston, MA
Reg. AUM
$158.7M
Employees
4
Accounts
300
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 $158.7 million in regulatory assets under management and employs 4 people.
Radius Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Christian Von Stackelberg Control | Investment Associate And Chief Compliance Officer | 10-25% | 2022 |
| Nancy Schaffer Von Stackelberg Control | Principal | Over 75% | 2014 |
Frequently asked questions
How much does Radius Wealth Management, Inc. manage?
Radius Wealth Management, Inc. reports $158.7 million in regulatory assets under management on its Form ADV.
How many employees does Radius Wealth Management, Inc. have?
Radius Wealth Management, Inc. reports 4 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
| Address | 1 Mariana Park Drive, Suite 1484, Boston, MA 02210 |
| Phone | (617) 765-2200 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.7M▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$158.7Mregulatory AUM
Discretionary $138.1MNon-discretionary $20.6M