CRR Wealth Management

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Wakefield, Massachusetts
CRD number
174155
Fee structure
Other

Firm profile

FINTRX

Overview

CRR Wealth Management is organized as a limited liability company and is individually owned. The firm is classified as an institutional registered investment adviser and is state-registered in Massachusetts. Its public profile lists a non-standard fee arrangement (categorized as "Other") and indicates it is not a multi-state adviser and is not newly formed. The firm does not identify as a capital allocator, does not position itself as an active ESG investor, and does not act as a pension consultant or maintain a related adviser. CRR Wealth Management lists an affiliation with accounting professionals as part of its industry relationships.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • David Richards

    David Richards

    Managing PartnerCRD 4781040

  • John Rizzo

    John Rizzo

    PartnerCRD 4781043

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wakefield, MA

Middlesex

Location

Wakefield, MA

Headquartered in Wakefield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
545 Salem St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth