RIA Intel›Advisers›Massachusetts›CIO WEALTH MANAGEMENT, INC.

CIO WEALTH MANAGEMENT, INC.

Advisory

SUDBURY, MA

Data as of Aug 18, 2026 · Source: SEC Form ADV

Rank in MA
#1,090
of 1,590 advisers by AUM
Average account
$480K
across 137 accounts
AUM per adviser
$66M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 18, 2026.

Total AUM
$66M
Discretionary %
100%
Clients
59
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$66M
Discretionary AUM$66M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients59
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMA, NC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

US ADVISORY GROUP LLC
BEVERLY, MA
$66M
-54.1% 1Y
ROMAN RETIREMENT PLANNING, LLC
MASHPEE, MA
$66M
MURRAY FINANCIAL ADVISORS LLC
TYNGSBORO, MA
$65M
TOP O THE HILL CO LLC
$65M
-39.0% 1Y
DEDHAM BUSINESS SERVICES ASSOCIATES
DEDHAM, MA
$67M
MIDWOOD CAPITAL MANAGEMENT, LLC
BOSTON, MA
$65M

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