# Radius Wealth Management

Radius Wealth Management is a Bank / Wealth / Trust based in Boston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Braintree, MA, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** radiuswealth.com
- **LinkedIn:** https://www.linkedin.com/company/6626976

## Regulatory record

- **CRD number:** 168159
- **SEC file number:** 801-123525
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168159

## About

Founded in 2013, Radius Wealth Management established itself as a registered investment adviser in Braintree, Massachusetts, focusing on investment planning and ongoing portfolio management for a client base that includes high-net-worth individuals, foundations, endowments, and corporations. The firm operates under the Investment Advisers Act of 1940, binding it to a fiduciary standard that legally requires putting client interests ahead of its own — a governance distinction from broker-dealer models that dominated the local wealth landscape at its founding. The firm's investment strategy deploys capital across a diversified mix of public equities, fixed income, and real assets, with allocations tailored to each client's liquidity needs and tax situation. Geographic concentration remains domestic, with primary exposures to US large-cap equities, municipal and corporate bonds, and income-producing real estate. Radius operates from a single documented office in Braintree, Massachusetts, and has not publicly disclosed total regulatory assets under management or team headcount. The firm advises a stable and regionally concentrated client base, with founders and senior advisors maintaining the personal relationships typical of suburban multi-generational wealth practices. No adjacent philanthropic vehicles, operating companies, or peer-network club affiliations are publicly associated with the firm. What structurally differentiates Radius is its position as a pure RIA without a broker-dealer parent or conflict-prone proprietary product shelf. This independence allows the firm to select third-party managers and direct securities without the revenue-sharing pressures that hybrids face — an architecture more common in larger national RIAs but still meaningful for a regional firm in the Boston-Providence corridor.

## Sectors

- Diversified
- Real Estate
- Private Credit

## Questions

### Is Radius Wealth Management a fiduciary?

Yes. As a registered investment adviser (RIA) regulated by the SEC or state authority, Radius operates under the fiduciary standard of the Investment Advisers Act of 1940. This requires the firm to act in its clients' best interests, disclose conflicts of interest, and seek best execution on trades — a legal obligation that broker-dealers do not carry by default.

### How does Radius construct client portfolios?

The firm builds multi-asset portfolios across public equities, fixed income, and real assets, with allocations customized to each client's goals, tax bracket, and liquidity requirements. For qualified investors, the firm has access to private credit and real estate vehicles, which it uses selectively to reduce correlation to public markets and enhance income generation.

### Who is the typical client of Radius Wealth Management?

Radius advises individuals, high-net-worth individuals, foundations, endowments, and corporations, predominantly within the New England region. The client base trends toward multi-generational families and locally rooted institutions seeking a relationship-driven adviser rather than a national platform.

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Last updated: 2026-08-11T02:43:31.692Z

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