|
⚲
|
| Radius Wealth Management LLC
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|
|
|---|---|
| CRD # | 168159 |
| SEC # | 801-123525 |
| CIK # | |
| AUM | $124.0 MM (2023-03-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 617-765-2200 |
| Address | 315 Church Street Duxbury, MA 02332 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 33.7 |
| (b) Individuals (high net worth individuals) | 19 | 90.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 220 | 124.0 |
| By Discretionary | ||
| Discretionary | 220 | 124.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 220 | 124.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.0 | |
| Total | 220 | 124.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Trinity Fiduciary Partners LLC
✚
|
TX | 0.1 |
|
Hollingsworth Avent Averre & Purvis PA
✚
|
NC | 0.1 |
|
Newground Social Investment SPC
✚
|
WA | 0.1 |
|
RIK Saylor Financial Inc
✚
|
OH | 0.1 |
|
Innovative Advisory Group LLC
✚
|
MA | 0.1 |
|
Finarc Investments Inc
✚
|
MA | 0.1 |
|
KCD Financial Inc
✚
|
WI | 0.1 |
|
Harvest Investment Advisors LLC
✚
|
FL | 0.1 |
|
Gallagher Capital Advisors LLC
✚
|
TX | 0.1 |
|
KOV Financial Advisors LLC
✚
|
CT | 0.1 |