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CIO Wealth Management
Advisory Services offered through CIO Wealth Management, Inc., a registered investment advisor. | CIO Wealth Management, Inc. is an independent registered...
CIO Wealth Management
Advisory Services offered through CIO Wealth Management, Inc., a registered investment advisor. | CIO Wealth Management, Inc. is an independent registered investment advisor located in Sudbury, MA. The firm provides investment management and financial planning services to high-net-worth and emerging high-net-worth clients.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
Is CIO Wealth Management a single-family office or a multi-family office?
Based on its RIA structure and public filings, CIO Wealth Management functions as a multi-family office (MFO). It serves multiple unrelated families rather than being dedicated to a single fortune, which distinguishes it from single-family offices.
Does CIO Wealth Management handle direct investments in private companies?
Public disclosures suggest CIO Wealth Management primarily offers traditional wealth management services rather than direct private equity or venture capital. Client portfolios likely include allocations to alternative assets through fund vehicles or managed accounts.
What is the firm's minimum investable asset threshold?
No minimum asset threshold is publicly disclosed. As an RIA targeting high-net-worth families, typical minimums for MFOs can range from $1 million to $10 million, but this cannot be confirmed for CIO Wealth Management.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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