# 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.

- CRD: 168159
- Filed as: RADIUS WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168159
- AdvisorCensus page: https://advisorcensus.com/firm/radius-wealth-management-inc-boston-ma-168159

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 28, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $158,706,471
- Discretionary: $138,142,392
- Non-discretionary: $20,564,079

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $34,516,001 |
| High net worth individuals | 42 | $116,100,897 |
| Charitable organizations | Fewer than 5 | $8,089,573 |

### 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)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- radiuswealth.com
- Facebook @radiuswealthmanagement
- LinkedIn @radius-wealth-management
- X @Radius_Wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $109,220,000 | 2 | February 23, 2022 |
| October 2023 | $123,977,404 | 3 | April 13, 2023 |
| October 2024 | $139,032,357 | 3 | January 29, 2024 |
| October 2025 | $171,418,681 | 3 | May 21, 2025 |
| October 2026 | $158,706,471 | 4 | July 28, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Radius Wealth Management, Inc. (CRD 168159): Form ADV filing data as of October 2026.