RADIUS WEALTH MANAGEMENT, INC.
CRD #168159 SEC #801-123525 BOSTON, MA (617) 765-2200
SEC Registered
Total AUM
$171.4M
Discretionary
$171.4M
Employees
3
Clients
10
Accounts
290
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $171.4M | $171.4M | $0 | 3 | 0 |
| Apr 2025 | $171.4M | $171.4M | $0 | 3 | 0 |
| Mar 2025 | $171.4M | $171.4M | $0 | 3 | 0 |
| Jan 2024 | $139M | $139M | $0 | 3 | 0 |
| Oct 2023 | $124M | $124M | $0 | 3 | 0 |
| Oct 2023 | $124M | $124M | $0 | 3 | 0 |
| Apr 2023 | $124M | $124M | $0 | 3 | 0 |
| Mar 2023 | $124M | $124M | $0 | 3 | 0 |
| Feb 2022 | $109.2M | $109.2M | $0 | 2 | 0 |
DateMay 2025
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees2
Clients0