CRD: 288017
Charles River Wealth Management, LLC
$110.3M Total AUM
$109.4M Disc. AUM
-- 3Y CAGR
1 Employees
103 ADV. Clients
8 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2017
- Office Locations
- 1
Office Locations
50 Mall Road Suite 209 Burlington MA
About Charles River Wealth Management, LLC
Charles River Wealth Management, LLC is a Burlington-based RIA. The firm has been operating for 8 years. Managing $110.3M in total assets under management, with 1 advisory representatives. They custody assets with Raymond James.
Team overview
-- AVG AGE
$110.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
KENAN NACAR
Chief Compliance Officer, Managing Partner, Private Wealth Advisor
- CRD
- #4209369
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,415,000 | $325,640 |
| Non-Discretionary | $897,780 | $128,254 |
| Total | $110,312,780 | $321,612 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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