{"url":"https://nivawealth.com/firms/radius-wealth-management-168159","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/168159","regulatoryAum":158706471,"crd":"168159","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6557302","suffix":null,"lastName":"VON STACKELBERG","firstName":"CHARLES","middleName":"CHRISTIAN"},{"crd":"820209","suffix":null,"lastName":"VON STACKELBERG","firstName":"NANCY","middleName":"SCHAFFER"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-02-23","regulatoryAum":109220000,"clients":116,"employees":2,"offices":2},{"filedOn":"2023-04-13","regulatoryAum":123977404,"clients":116,"employees":3,"offices":2},{"filedOn":"2024-01-29","regulatoryAum":139032357,"clients":166,"employees":3,"offices":2},{"filedOn":"2025-05-21","regulatoryAum":171418681,"clients":140,"employees":3,"offices":3},{"filedOn":"2026-07-28","regulatoryAum":158706471,"clients":132,"employees":4,"offices":3}],"secFileNumber":"801-123525","legalName":"Radius Wealth Management, Inc.","displayName":"Radius Wealth Management","slug":"radius-wealth-management-168159","website":"https://radiuswealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/168159/c8b7fa5ac397d2fa-r1.webp","tone":"light","width":634,"height":200,"sourceUrl":"https://radiuswealth.com/","sourceLabel":"Radius Wealth Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/radius-wealth-management/","xUrl":"https://twitter.com/Radius_Wealth","founded":null,"organization":"Massachusetts corporation","fiscalYearEnd":"December","headquarters":{"street":"1 Mariana Park Drive, Suite 1484","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02210"},"tradeNames":[],"registration":{"secApproved":"25 March 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1141037.106060606,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":1},"aum":{"regulatory":158706471,"discretionary":138142392,"discretionaryAccounts":275,"nonDiscretionary":20564079,"nonDiscretionaryAccounts":25,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":90,"regulatoryAum":34516001},{"label":"High-net-worth individuals","clients":42,"regulatoryAum":116100897},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":8089573}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053015","versionId":1053015,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-07-28","documentName":"RADIUS DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY","fee_rate_low":null,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053015","versionId":1053015,"submittedOn":"2026-07-28","documentName":"RADIUS DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:44:20.284883+00:00","documents":[{"name":"RADIUS DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053015","versionId":1053015,"submittedOn":"2026-07-28"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":156647196}],"custodyNote":"Radius Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Charles Von Stackelberg","title":"Investment Associate and Chief Compliance Officer","crd":"6557302"},{"name":"Nancy Von Stackelberg","title":"Principal","crd":"820209"}],"ownership":[{"label":"Nancy Von Stackelberg","detail":"Principal in the 75% or more ownership band and a control person, since February 2014."},{"label":"Charles Von Stackelberg","detail":"Investment associate and chief compliance officer in the 10% to 25% ownership band and a control person, since March 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"1 Mariana Park Drive, Suite 1484","city":"Boston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-765-2200","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":91},{"label":"U.S. government/agency bonds","percent":2},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":5},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"28 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/168159/PDF/168159.pdf","brochureDate":"28 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053015","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Radius Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Radius Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Radius Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Radius Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Radius Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Radius Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Radius Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Radius Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Radius Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}