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|
| Keyboard |
| Charles River Wealth Management LLC
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|
|---|---|
| CRD # | 288017 |
| SEC # | 801-132125 |
| CIK # | |
| AUM | 110.3 M (2026-04-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 781-270-5400 |
| Address | 50 Mall Road Burlington, MA 01803 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 15.1 |
| (b) Individuals (high net worth individuals) | 51 | 94.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 343 | 110.3 |
| By Discretionary | ||
| Discretionary | 336 | 109.4 |
| Non-Discretionary | 7 | 0.9 |
| Total | 343 | 110.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.3 | |
| Total | 343 | 110.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Prospero Wealth LLC
✚
|
110.6 M | |
|
Compass Investment Advisers LLC
✚
|
OR | 110.5 M |
|
Armour Wealth Advisors LLC
✚
|
WA | 110.4 M |
|
Generouswealth LLC
✚
|
SC | 110.4 M |
|
Crystal View Capital LLC
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|
MI | 110.3 M |
|
Hampel Investment Advisors LLC
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|
110.1 M | |
|
Investable Wealth LLC
✚
|
110.0 M | |
|
Hunt Wealth Management Group Inc
✚
|
CA | 110.0 M |
|
Werlemann Securities LLC
✚
|
CA | 110.0 M |
|
Oldfield Wealth Partners LLC
✚
|
ME | 110.0 M |