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RADIUS WEALTH MANAGEMENT, INC.

CRD 168159 · SEC 801-123525

Visit website

1 MARIANA PARK DRIVE, SUITE 1484, BOSTON, MA, 02210, United States

Phone

(617) 765-2200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$158.7M

Discretionary AUM

$138.1M

Team

4 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals90$34.5M
High net worth individuals42$116.1M

States served

MA

All web addresses on file

Official SEC filing: View on IAPD