CHARLES RIVER WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$110,312,780
Discretionary
$109,415,000
Non-discretionary
$897,780
Firm details
- CRD number
- 288017
- SEC file number
- 801-132125
- Main office
- BURLINGTON, MA, United States
- Employees
- 1
- SEC status
- Approved
- Website
- https://kenannacar.myhomehq.biz/
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.