RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 21, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
VON STACKELBERG, CHARLES, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
VON STACKELBERG, CHARLES, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
VON STACKELBERG, CHARLES, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
VON STACKELBERG, CHARLES, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
VON STACKELBERG, NANCY, SIPRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
VON STACKELBERG, NANCY, SIPRINCIPALE Control
VON STACKELBERG, NANCY, SCHAFFERIPRINCIPALE Control
VON STACKELBERG, NANCY, SCHAFFERIPRINCIPALE Control
VON STACKELBERG, NANCY, SCHAFFERIPRINCIPALE Control
VON STACKELBERG, NANCY, SCHAFFERIPRINCIPALE Control
VON STACKELBERG, NANCY, SCHAFFERIPRINCIPALE Control
VON STACKELBERG, NANCY, SCHAFFERIPRINCIPALE Control
VON STACKELBERG, NANCY, SCHAFFERIPRINCIPALE Control
VON STACKELBERG, CHARLES, CHRISTIANICHIEF COMPLIANCE OFFICERB Control
VON STACKELBERG, CHARLES, CHRISTIANIINVESTMENT ASSOCIATE AND CHIEF COMPLIANCE OFFICERB Control
VON STACKELBERG, CHARLES, CHRISTIANIINVESTMENT ASSOCIATE AND CHIEF COMPLIANCE OFFICERB Control
VON STACKELBERG, CHARLES, CHRISTIANIINVESTMENT ASSOCIATE AND CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
May 21, 2025 REGISTERED

Notice Filings (1)

MA

Address

1 MARIANA PARK DRIVE
SUITE 1484
BOSTON, MA 02210
United States
Phone: (617) 765-2200