Radius Wealth Management LLC

Radius Wealth Management LLC (CRD# 168159) is a financial advisory firm headquartered in Quincy, MA. They manage $75,871,961 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $972,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Radius Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles C. Von Stackelberg
CRD#: 6557302
1 Batterymarch Park, Suite 310, Quincy, MA 02169
88
Wealthminder
score

Charles Von Stackelberg (CRD# 6557302) is an Investment Advisor Representative working at Radius Wealth Management LLC in Quincy, MA and has over 2 years of experience in the finance industry.

2
Nancy S. Von Stackelberg
CRD#: 820209
1 Batterymarch Park, Suite 310, Quincy, MA 02169
86
Wealthminder
score

Nancy Von Stackelberg (CRD# 820209) is an Investment Advisor Representative working at Radius Wealth Management LLC in Quincy, MA and has over 23 years of experience in the finance industry. Nancy Von Stackelberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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