CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD #288017 SEC #801-132125 BURLINGTON, MA (781) 270-5400
SEC Registered
Total AUM
$100.8M
Discretionary
$100M
Employees
1
Clients
0
Accounts
335
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $100.8M | $100M | $815.6K | 1 | 0 |
DateFeb 2025
Total AUM$100.8M
Discretionary$100M
Non-Disc.$815.6K
Employees1
Clients0