RIA Intel›Advisers›Massachusetts›CHARLES RIVER WEALTH MANAGEMENT, LLC

CHARLES RIVER WEALTH MANAGEMENT, LLC

Advisory

BURLINGTON, MA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Total AUM

$110M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$110M

Discretionary AUM$109M

Non-Discretionary AUM$898K

Discretionary %99.2%

Total Clients101

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CHARLES RIVER WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.