# CIO Wealth Management

CIO Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/cio-wealth-management-inc

## Regulatory record

- **CRD number:** 313576
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313576

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Family Office Services

## Questions

### 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.

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- [FourPath Capital Management](https://altss.com/profile/fourpath-capital-management-llc)
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Last updated: 2026-08-14T12:30:00.000Z

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