Radius Wealth Management, Inc.
Radius Wealth Management, Inc. is an SEC-registered wealth manager in Boston, MA with $158.7M assets under management (AUM, regulatory AUM), -7% over one year. See who owns Radius Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168159, SEC 801-123525, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $158.7M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Boston, MA
- Employees
- 4
- Clients
- 132
- CRD
- 168159
- Ownership
- VON STACKELBERG, NANCY, SCHAFFER; VON STACKELBERG, CHARLES, CHRISTIAN; VON STACKELBERG, NANCY, S
How much AUM does Radius Wealth Management, Inc. have?
Radius Wealth Management, Inc. reported $158.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Radius Wealth Management, Inc.?
Disclosed owners and executives of Radius Wealth Management, Inc. include VON STACKELBERG, NANCY, SCHAFFER, VON STACKELBERG, CHARLES, CHRISTIAN, VON STACKELBERG, NANCY, S. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.