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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-14-2021
- Office Locations
- 1
Office Locations
About CIO Wealth Management, Inc.
CIO Wealth Management, Inc. is a Sudbury, MA RIA providing comprehensive wealth management and financial planning, including retirement and education planning, with ongoing discretionary investment management and plan monitoring. Portfolios lean heavily on ETFs, with an active, risk-managed asset-allocation approach. Supports charitable giving via Schwab Charitable donor-advised funds and planning workflows using eMoney.
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Owner & Executives
ANDREW ROWE SULLIVAN
Chief Compliance Officer, President
- CRD
- #2989616
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,779,698 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,779,698 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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