CHARLES RIVER WEALTH MANAGEMENT, LLC

Overview

Charles River Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is individually owned and concentrates on serving individual and family clients, along with small-business portfolio responsibilities. Core services listed are financial planning and portfolio management tailored to individuals and small businesses. Billing comes primarily from advisory fees based on assets under management, supplemented by hourly charges for select engagements. The firm does not position itself as a capital allocator or pension consultant, and it is not identified as an active ESG investor or a multi-state adviser. Its business footprint appears focused and narrow in scope rather than operating through related adviser structures.

Assets & Accounts

Public Holdings

Investments & Alternatives