Charles River Wealth Management, LLC
Charles River Wealth Management, LLC is an SEC-registered wealth manager in Burlington, MA with $110.3M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Charles River Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288017, SEC 801-132125, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $110.3M (2026-04-30)
- Firm type
- Wealth Manager
- Location
- Burlington, MA
- Employees
- 1
- Clients
- 103
- CRD
- 288017
- Ownership
- NACAR, KENAN
How much AUM does Charles River Wealth Management, LLC have?
Charles River Wealth Management, LLC reported $110.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Charles River Wealth Management, LLC?
Disclosed owners and executives of Charles River Wealth Management, LLC include NACAR, KENAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.