# CHARLES RIVER WEALTH MANAGEMENT, LLC

CHARLES RIVER WEALTH MANAGEMENT, LLC of BURLINGTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 288017
- Type: SEC-registered investment adviser
- SEC file number: 801-132125
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Kenan Nacar | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288017/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288017/similar
- Related entities: https://search.stillhousedata.com/firm/288017/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288017

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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.