Radius Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 27, 2026, reports $159M in regulatory assets under management, 4 employees, 2 offices, and 300 accounts.
Assets Under Management
$159M
Employees
4
Offices
2 offices
Total Clients
132
Primary office
BOSTON, MA
1 MARIANA PARK DRIVE, SUITE 1484, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.2% of total clients.
Top client categories% of clientsClients
1
Individuals
68.2%
90
2
HNWI
31.8%
42
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of March 27, 2026
Discretionary87.0%
$138M
87% of total RAUM87.0%
Non-discretionary13.0%
$21M
13% of total RAUM13.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$159M
Total Accounts300
10Y AUM Change+$49M (+45.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee33:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.