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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- OakFrontier +more
- Established Date
- 10-09-2013
- Office Locations
- 3
Office Locations
About Radius Wealth Management, Inc.
Radius Wealth Management is a Boston-based RIA providing personalized financial planning, asset allocation, and ongoing portfolio management. The team uses an evidence-based, blended fundamental/quantitative/technical approach plus proprietary buy/sell disciplines, with daily monitoring of risk and volatility. Portfolios often use low-turnover stock and ETF models designed for tax-advantaged long-term gains and diversification; offices are in Boston’s Seaport District.
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Owner & Executives
NANCY SCHAFFER VON STACKELBERG
Principal
- CRD
- #820209
- Ownership
- 75% or more
CHARLES CHRISTIAN VON STACKELBERG
Chief Compliance Officer, INVESTMENT ASSOCIATE, Partner
- CRD
- #6557302
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Christian von Stackelberg
Independent Investment Advisor and Partner
- CRD
- --
Nancy von Stackelberg
Co-Founder and Principal
- CRD
- --
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,142,392 | $502,336 |
| Non-Discretionary | $20,564,079 | $822,563 |
| Total | $158,706,471 | $529,022 |
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Separately Managed Accounts
Total SMA Asset: $158,706,471
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $599,712,622 | 38.1% |
| Private Funds | $168,423,230 | 10.7% |
| Cash | $288,050,944 | 18.3% |
| U.S. Government/Agency | $517,862,080 | 32.9% |
| Total | $1,574,048,876 | 100.0% |