RADIUS WEALTH MANAGEMENT, INC.

Overview

Radius Wealth Management, Inc. is an independent, individual-owned registered investment adviser that positions itself as a capital allocator for high-net-worth individuals and families. The firm provides financial planning and discretionary portfolio management while also selecting outside managers when appropriate. Its investment approach centers on public equities—primarily exchange-traded vehicles—and uses third‑party managers for alternative exposure. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Radius is not an active ESG investor and does not describe itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices