CRR WEALTH MANAGEMENT

RIASEC 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 a small, owner-operated limited liability company with a narrow public footprint. Filings classify it as unclassified and list an owner-type of individual; the firm does not identify as a multi-state adviser or an active ESG investor. Public records do not disclose a broad roster of advisory activities or a standard fee schedule beyond the entry "Other." The only explicit investment allocation noted is to real estate through third‑party managers. That, combined with an industry affiliation listed as "Accountant," suggests the firm may position itself to coordinate investment access alongside tax and accounting viewpoints rather than as a high-volume asset-gathering adviser. There is no public indication of proprietary investment products or broad capital-allocation activity.

Assets & Accounts

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
  • JOHN RIZZO

    PartnerCRD 4781043

  • DAVID RICHARDS

    Managing PartnerCRD 4781040

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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