← Tributary

CHARLES RIVER WEALTH MANAGEMENT, LLC

BURLINGTON, MA · CRD 288017 · IAPD ↗ · kenannacar.myhomehq.biz · (781) 270-5400

$110.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — CHARLES RIVER WEALTH MANAGEMENT, LLC (BURLINGTON, MA) is newly SEC-registered with $100.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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