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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NACAR, KENAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 6, 2025 REGISTERED
Notice Filings (2)
MA NH
Address
50 MALL ROADSUITE 209
BURLINGTON, MA 01803
United States
Phone: (781) 270-5400