SourcingSourcing

CHARLES RIVER WEALTH MANAGEMENT, LLC

B61
CRD 288017·SEC 801-132125·BURLINGTON, MA
AUM
$110.3M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$331K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD
288017
SEC file #
801-132125
EIN
—
DBA names
—

Economics

AUM
$110.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$100.8M → $110.3M▲ +9%
Client mix
Individuals Other52
Individuals High Net Worth51

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
BURLINGTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
kenannacar.myhomehq.biz

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NACAR, KENAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
NACAR, KENAN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4355
Soi Zip Pct 200k Plus
0.1862
Soi Zip Returns 200k Plus
2,540
Soi Zip Total AGI
1,785,293
Census Median Hh Income
134,189
Census High Income Households
2,905
Census Median Age
43.9
Census Pop 65 66 Total
369
Census Total Households
9,990
Census NAICS 523930 Count
6
Fdic Zip Total Deposits
48,295,104,000
Fdic Zip Branch Count
527
Fdic Zip Top Banks
Bank of America, National Association
Cambridge Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
1
Bc Firm IAR Count
1
Census Bachelors Plus Count
6,484
Census Median Home Value
659,400
Census NAICS 523930 Employees
0
Census Unemployed Count
498
Census Zip
01803
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
Cambridge Savings BankBurlington, MA
Northern Bank & Trust CompanyBurlington, MA
Fdic Zip HHI
1145.13
Fdic Zip Top Bank Share Pct
28.68
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI29,513
Returns2,750
Stub 2
AGI68,036
Returns1,810
Stub 3
AGI107,041
Returns1,720
Soi Zip Total Business Income
48,158
Soi Zip Total Cap Gains
73,698
Soi Zip Total Dividends
31,074
Soi Zip Total Returns
13,640
Top Owner CRD
4209369
Trust Company Affiliate
No

People (1)

1
NACAR, KENAN
IAR · Direct Owner · 87.5%
4209369