AdvisorCensus / Financial advisors / Massachusetts / Boston / Radius Wealth Management, Inc.
Radius Wealth Management, Inc. is an SEC-registered investment advisory firm in Boston, MA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.
Quick answers
From the filingHow is Radius Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Radius Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Radius Wealth Management, Inc. charge?
Its Form ADV Part 2A brochure dated July 28, 2026 states: Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Radius Wealth Management, Inc. located?
Radius Wealth Management, Inc.'s principal office is in Boston, MA, according to its Form ADV.
Is Radius Wealth Management, Inc. registered with the SEC or a state?
Radius Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 168159.
How much does Radius Wealth Management, Inc. manage?
Radius Wealth Management, Inc. reports $158,706,471 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (87% discretionary).
How have Radius Wealth Management, Inc.'s assets and staff changed since 2022?
In the Form ADV data for Radius Wealth Management, Inc.: Regulatory assets under management: $109,220,000 in the October 2022 data and $158,706,471 in the October 2026 data, up 45%. Total employees: 2 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Radius Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (42).
Which custodians does Radius Wealth Management, Inc. use?
Radius Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Radius Wealth Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168159
Does Radius Wealth Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated July 28, 2026 says: "Radius generally requires a minimum relationship size of $500,000 to effectively implement its investment process. The Advisor may waive or reduce this minimum at its sole discretion."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Radius generally requires a minimum relationship size of $500,000 to effectively implement its investment process. The Advisor may waive or reduce this minimum at its sole discretion.
Hourly rate: $250 an hour (financial planning services)
The brochure's wording
Radius offers financial planning services at an hourly rate of up to $250. For certain engagements, the Advisor may offer a fixed engagement fee based on the hourly rate.
As stated in the firm's Form ADV Part 2A brochure dated July 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$158,706,471 as of October 2026, filing dated July 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $158,706,471 | 4 | July 28, 2026 |
| October 2025 | $171,418,681 | 3 | May 21, 2025 |
| October 2024 | $139,032,357 | 3 | January 29, 2024 |
| October 2023 | $123,977,404 | 3 | April 13, 2023 |
| October 2022 | $109,220,000 | 2 | February 23, 2022 |
Regulatory assets under management: $109,220,000 in the October 2022 data and $158,706,471 in the October 2026 data, up 45%.
Total employees: 2 in October 2022 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Radius Wealth Management, Inc. (CRD 168159): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/radius-wealth-management-inc-boston-ma-168159