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Building 2CHARLES RIVER WEALTH MANAGEMENT, LLC

Map pinBURLINGTON, MA
Phone(781) 270-5400
NotebookSEC #801-132125
Total AUM
$110.3M
Employees
1
Clients
104

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 MALL ROAD
SUITE 209
BURLINGTON
MA 01803
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(781) 270-5400

ReceiptFinancials

Total AUM
$110.3M
Accounts
343
Discretionary
$109.4M
Accounts
336
Non-Discretionary
$897.8K
Accounts
7

ContactClients

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Individual Clients
52
AUM
$15.1M
HNW Individual Clients
51
AUM
$94.3M
Charitable Organization Clients
1
AUM
$895.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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