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RADIUS WEALTH MANAGEMENT, INC.

BOSTON, MA · CRD 168159 · IAPD ↗ · radiuswealth.com · (617) 765-2200

$158.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2025 — RADIUS WEALTH MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
February 2024 — RADIUS WEALTH MANAGEMENT, INC. filed an Item 4A succession naming RADIUS WEALTH MANAGEMENT LLC (CRD 168159) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
55
February 2024 — RADIUS WEALTH MANAGEMENT LLC is now doing business as RADIUS WEALTH MANAGEMENT, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.