CHARLES RIVER WEALTH MANAGEMENT, LLC

CHARLES RIVER WEALTH MANAGEMENT, LLC of BURLINGTON, MA is an SEC-registered investment adviser (CRD 288017). Regulatory assets under management: $110.3M.

Registration

• CRD: 288017
• SEC file number: 801-132125
• Type: Registered investment adviser
• Location: 50 MALL ROAD, SUITE 209, BURLINGTON, MA, 01803
• Phone: (781) 270-5400
• Latest filing: 2026-04-30
• Regulatory AUM: $110.3M
• Discretionary AUM: $109.4M
• Non-discretionary AUM: $898K
• Clients: 1
• Accounts: 343

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288017 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search