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CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017 · SEC 801-132125
50 MALL ROAD, SUITE 209, BURLINGTON, MA, 01803, United States
Phone
(781) 270-5400
Fax
(781) 270-5410
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.3M
Discretionary AUM
$109.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $15.1M |
| High net worth individuals | 51 | $94.3M |
States served
MA, NH
All web addresses on file
Official SEC filing: View on IAPD