Radius Wealth Management, Inc.

RIASEC RegisteredEst. 2022

Total AUM

$159M

Discretionary

$138M

87% of AUM

Avg account

$529K

Accounts

300

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 168159
Registered since: March 25, 2022
Website: radiuswealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.15%
Individuals21.75%
Charitable Organizations5.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Radius Wealth Management, Inc. is an independent, privately owned registered investment adviser that provides advisory services chiefly to individual and family clients. The firm appears to act as a capital allocator, offering financial planning and portfolio management across individual, small business and institutional client types, and it also performs third‑party adviser selection. Fee arrangements include asset‑based fees, hourly billing and fixed fees. Radius is not identified as an active ESG investor and does not position itself as a multi‑state or pension consultant in the disclosed data. The firm’s SEC registration year is 2022.