# CCR WEALTH MANAGEMENT, LLC

CCR WEALTH MANAGEMENT, LLC of WESTBOROUGH, MA is an SEC-registered investment adviser.

## Registration

- CRD: 116442
- Type: SEC-registered investment adviser
- SEC file number: 801-60657
- Location: 1400 COMPUTER DR, WESTBOROUGH, MA, 01581
- Phone: 508-475-3880
- Latest filing: 2012-07-25
- Regulatory AUM: $7.0M
- Non-discretionary AUM: $7.0M
- Clients: 6
- Accounts: 45

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| ROSEN LARRY | PARTNER | — |
| CHARRON ROBERT | PARTNER | — |
| SHAPIRO HAROLD | PARTNER | — |
| CAMP CASSANDRA | PARTNER | — |
| CARNEY JAMES | PARTNER | — |
| SCHWARTZ LAWRENCE | PARTNER | — |
| PARENTE CATHERINE | PARTNER | — |
| WESTGATE THOMAS | PARTNER | — |
| BORDEN DAVID AARON | DIRECTOR OF INVESTMENTS | — |
| ALDEN LISA KAY | CHIEF COMPLIANCE OFFICER | — |
| CARLIN BRUCE MICHAEL | PARTNER | — |
| CARLIN MICHAEL JOSHUA | PARTER | — |
| COREY KEVIN | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116442/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116442/similar
- Related entities: https://search.stillhousedata.com/firm/116442/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116442

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.