RADIUS WEALTH MANAGEMENT, INC.

RADIUS WEALTH MANAGEMENT, INC. of BOSTON, MA is an SEC-registered investment adviser (CRD 168159). Regulatory assets under management: $158.7M.

Registration

• CRD: 168159
• SEC file number: 801-123525
• Type: Registered investment adviser
• Location: 1 MARIANA PARK DRIVE, SUITE 1484, BOSTON, MA, 02210
• Phone: (617) 765-2200
• Latest filing: 2026-07-28
• Regulatory AUM: $158.7M
• Discretionary AUM: $138.1M
• Non-discretionary AUM: $20.6M
• Clients: 4
• Accounts: 300

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168159 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search