SourcingSourcing

RADIUS WEALTH MANAGEMENT, INC.

A69
CRD 168159·SEC 801-123525·BOSTON, MA
AUM
$158.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$476K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RADIUS WEALTH MANAGEMENT, INC.
CRD
168159
SEC file #
801-123525
EIN
—
DBA names
—

Economics

AUM
$158.7M
AUM band
$100M-$500M
AUM trajectory
'23'26
$109.2M → $158.7M▲ +45%
Client mix
Individuals Other90
Individuals High Net Worth42

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
radiuswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VON STACKELBERG, NANCY,
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
VON STACKELBERG, NANCY,
VON STACKELBERG, CHARLES,
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RADIUSWEALTH.COM
Rdap Domain Creation Date
2013-11-19T18:30:05Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-25T11:59:59Z
Rdap Domain Last Changed
2025-08-25T14:00:38Z
Rdap Nameservers
Ns-cloud-d1.googledomains.comNs-cloud-d2.googledomains.comNs-cloud-d3.googledomains.comNs-cloud-d4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
820209
Trust Company Affiliate
No

People (2)

2
VON STACKELBERG, NANCY,
IAR · Direct Owner · 87.5%
820209
VON STACKELBERG, CHARLES,
IAR · Direct Owner · 17.5%
6557302