{
  "crd_number": 168159,
  "slug": "radius-wealth-management-inc-boston-ma-168159",
  "primary_business_name": "RADIUS WEALTH MANAGEMENT, INC.",
  "legal_name": "RADIUS WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-25",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-07-28",
  "carried_forward": false,
  "raum_total": 158706471.0,
  "raum_discretionary": 138142392.0,
  "raum_non_discretionary": 20564079.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 8089573.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 34516001.0,
      "count": 90
    },
    "high_net_worth_individuals": {
      "raum": 116100897.0,
      "count": 42
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://facebook.com/radiuswealthmanagement",
    "https://linkedin.com/company/radius-wealth-management",
    "https://radiuswealth.com",
    "https://twitter.com/Radius_Wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168159",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/radius-wealth-management-inc-boston-ma-168159",
  "display_name": "Radius Wealth Management, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Radius Wealth Management, Inc. (CRD 168159): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Radius Wealth Management, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Radius Wealth Management, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Radius Wealth Management, Inc. located?",
      "a": "Radius Wealth Management, Inc.'s principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Radius Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Radius Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 168159."
    },
    {
      "q": "How much does Radius Wealth Management, Inc. manage?",
      "a": "Radius Wealth Management, Inc. reports $158,706,471 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (87% discretionary)."
    },
    {
      "q": "How have Radius Wealth Management, Inc.'s assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Radius Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (42)."
    },
    {
      "q": "Which custodians does Radius Wealth Management, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Radius Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Radius Wealth Management, Inc. state an account minimum?",
      "a": "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.\""
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 109220000.0,
      "total_employees": 2,
      "filing_date": "2022-02-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 123977404.0,
      "total_employees": 3,
      "filing_date": "2023-04-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 139032357.0,
      "total_employees": 3,
      "filing_date": "2024-01-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 171418681.0,
      "total_employees": 3,
      "filing_date": "2025-05-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 158706471.0,
      "total_employees": 4,
      "filing_date": "2026-07-28"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning services)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/radius-wealth-management-inc-boston-ma-168159.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 90,
      "fewer_than_5": false,
      "raum": 34516001.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 116100897.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 8089573.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168159",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}