Radius Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Radius Wealth Management reports 132 clients. They include 90 individual clients and 42 high-net-worth individuals. Of its assets, 87.0% ($138M across 275 accounts) are managed with discretion; $20.6M across 25 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 22% |
| High-net-worth individuals | 32% | 73% |
| Charitable organizations | Fewer than 5 | 5% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 90 | $34.5M | 21.7% | $384K |
| High-net-worth individuals | 42 | $116M | 73.2% | $2.76M |
| Charitable organizations | Fewer than 5 | $8.09M | 5.1% | — |
| Total | 132 | $159M | 100% | — |
- Clients
- 90
- Regulatory AUM
- $34.5M
- AUM share
- 21.7%
- Avg. per client
- $384K
- Clients
- 42
- Regulatory AUM
- $116M
- AUM share
- 73.2%
- Avg. per client
- $2.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.09M
- AUM share
- 5.1%
- Avg. per client
- —
Total
- Clients
- 132
- Regulatory AUM
- $159M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Radius Wealth Management charges up to 1.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed at an hourly rate of up to $250, or a fixed engagement fee based on that rate; fees may be negotiable.
Nancy Von Stackelberg owns 75% or more of Radius Wealth Management. The leadership team of Radius Wealth Management includes Chief Compliance Officer Charles Von Stackelberg. It has 4 employees, 2 of them in advisory roles.
Leadership
Charles Von StackelbergInvestment Associate and Chief Compliance Officer
Nancy Von StackelbergPrincipal
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of Radius Wealth Management, Inc.
Nancy Von Stackelberg
Control person · since February 2014
- Owns 10% to 25% of Radius Wealth Management, Inc.
Charles Von Stackelberg
Control person · since March 2022
Radius Wealth Management’s regulatory assets grew from $109M (February 2022) to $159M (July 2026); clients rose from 116 to 132 and employees from 2 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $159M | 132 | 4 | 3 |
| May 2025 | $171M | 140 | 3 | 3 |
| January 2024 | $139M | 166 | 3 | 2 |
| April 2023 | $124M | 116 | 3 | 2 |
| February 2022 | $109M | 116 | 2 | 2 |
Besides its headquarters, Radius Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 1 Mariana Park Drive, Suite 1484, BostonHQ
Contact and registration details
- Legal name
- Radius Wealth Management, Inc.
- Headquarters
- 1 Mariana Park Drive, Suite 1484, Boston, MA 02210
- Website
- radiuswealth.com
- Phone
- 617-765-2200
- @radius-wealth-management
- SEC file
- 801-123525
- Structure
- Massachusetts corporation
- Fiscal year end
- December
Radius Wealth Management uses Charles Schwab ($157M) as custodian for its separately managed accounts. Radius Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $157M100%
At year end, Radius Wealth Management’s separately managed accounts were mostly in stocks (91%).
What the accounts hold
- Stocks91%
- Funds5%
- Bonds2%
- Cash2%
How many clients does Radius Wealth Management have?
Radius Wealth Management has 132 clients and manages $159 million for them, as of July 2026. They include 90 individual clients and 42 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026
What services does Radius Wealth Management offer?
Radius Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Radius Wealth Management charge?
Radius Wealth Management charges up to 1.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Source: RADIUS DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY, filed 28 July 2026
Which custodians does Radius Wealth Management use?
Radius Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $157M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 July 2026
How many financial advisors does Radius Wealth Management have?
Radius Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Radius Wealth Management invest in?
At the end of its last fiscal year, Radius Wealth Management’s separately managed accounts held 91% exchange-traded equities, 5% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Radius Wealth Management?
Radius Wealth Management’s direct owners are Nancy Von Stackelberg (75% or more) and Charles Von Stackelberg (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 28 July 2026
How does Radius Wealth Management get paid?
Radius Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Radius Wealth Management?
Radius Wealth Management’s main office is at 1 Mariana Park Drive, Suite 1484, Boston, MA 02210. Its phone number is 617-765-2200. Its website is radiuswealth.com.