DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Radius Wealth Management, Inc.
Latest filing Jul 28, 2026
First filing on the tape Feb 23, 2022 · 10 filings
SEC status approved since Mar 25, 2022
RAUM
$159M
reported, Item 5.F
Discretionary
87%
of RAUM
Private clients
95%
$151M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$79.4M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$159M as of Jul 28, 2026
Mar 6, 2023$124M then
HNW client RAUM$116M as of Jul 28, 2026
Mar 6, 2023$90.3M then
State-registered IARs (5.B.3)2 as of Jul 28, 2026
Mar 6, 20232 then
Employees (5.A)4 as of Jul 28, 2026
Mar 6, 20233 then
Private funds: no history
RAUM -7.4% over the last fiscal year+8.6% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Jul 28, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $79.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 66derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $529,022derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 87%derivedof RAUM
- Institutional
- 5.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 0.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -7.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -5.7%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$116M73%
- Individuals$34.5M22%
- Charitable organizations$8.1M5.1%
- Individual clients
- 90reported
- HNW clients
- 42reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 300reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Nancy Schaffer Von StackelbergCertified Financial Planner | Boston, Ma | Mar 10, 2014 | 31 y | 3 |
| Charles Christian Von StackelbergChartered Financial Consultant | Boston, Ma | May 2, 2016 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Thomas Francis Lahaise to Wellesley Investment Partners, LLCFeb 25, 2016 · Other
Joined, latest
- Nancy Schaffer Von Stackelberg from Fernwood Investment Management, LLCMar 10, 2014 · Other
- Thomas Francis Lahaise from Renaissance Investment Group, LLCOct 9, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Christian Charles Von Stackelberg · Chief Compliance Officercontrolsince 03/2022 · owns 10% to 25%
- Schaffer Nancy Von Stackelberg · Principalcontrolsince 02/2014 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boston, Ma · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 290 to 300May 21, 2025 to Mar 27, 2026
- HNW clients · 50 to 42May 21, 2025 to Mar 27, 2026
- Employees · 3 to 4May 21, 2025 to Mar 27, 2026
- Financial planning clients · 1-10 to 0May 21, 2025 to Mar 27, 2026
- Discretionary RAUM · $171M to $138MMay 21, 2025 to Mar 27, 2026
- HNW RAUM · $135M to $116MMay 21, 2025 to Mar 27, 2026
- Individual RAUM · $28.5M to $34.5MMay 21, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $0 to $20.6MMay 21, 2025 to Mar 27, 2026
- RAUM · $171M to $159MMay 21, 2025 to Mar 27, 2026
- Financial planning clients · 1-10 to 1-10Apr 23, 2025 to May 21, 2025
- HQ city · to BOSTONApr 23, 2025 to May 21, 2025
- HQ state · to MAApr 23, 2025 to May 21, 2025
- Accounts · 161 to 290Jan 29, 2024 to Apr 23, 2025
- Advisory activities · 3 to 4Jan 29, 2024 to Apr 23, 2025
- Business name · RADIUS WEALTH MANAGEMENT LLC to RADIUS WEALTH MANAGEMENT, INC.Jan 29, 2024 to Apr 23, 2025
- HNW clients · 75 to 50Jan 29, 2024 to Apr 23, 2025
- Individual clients · 91 to 90Jan 29, 2024 to Apr 23, 2025
- HQ city · unset to Jan 29, 2024 to Apr 23, 2025
- HQ state · unset to Jan 29, 2024 to Apr 23, 2025
- Legal name · RADIUS WEALTH MANAGEMENT LLC to RADIUS WEALTH MANAGEMENT, INC.Jan 29, 2024 to Apr 23, 2025
- Other offices · 1 to 2Jan 29, 2024 to Apr 23, 2025
- Discretionary RAUM · $139M to $171MJan 29, 2024 to Apr 23, 2025
- HNW RAUM · $100M to $135MJan 29, 2024 to Apr 23, 2025
- Individual RAUM · $34.0M to $28.5MJan 29, 2024 to Apr 23, 2025
- RAUM · $139M to $171MJan 29, 2024 to Apr 23, 2025
- Succession · true to falseJan 29, 2024 to Apr 23, 2025
- Accounts · 220 to 161Oct 17, 2023 to Jan 29, 2024
- Advisory employees · 3 to 2Oct 17, 2023 to Jan 29, 2024
- HNW clients · 19 to 75Oct 17, 2023 to Jan 29, 2024
- Individual clients · 97 to 91Oct 17, 2023 to Jan 29, 2024
- Organization form · Limited Liability Company to CorporationOct 17, 2023 to Jan 29, 2024
- Discretionary RAUM · $124M to $139MOct 17, 2023 to Jan 29, 2024
- HNW RAUM · $90.3M to $100MOct 17, 2023 to Jan 29, 2024
- Individual RAUM · $33.7M to $34.0MOct 17, 2023 to Jan 29, 2024
- RAUM · $124M to $139MOct 17, 2023 to Jan 29, 2024
- Succession · false to trueOct 17, 2023 to Jan 29, 2024
- Accounts · 214 to 220Feb 23, 2022 to Mar 6, 2023
- Advisory employees · 2 to 3Feb 23, 2022 to Mar 6, 2023
- Employees · 2 to 3Feb 23, 2022 to Mar 6, 2023
- Financial planning clients · 11-25 to 1-10Feb 23, 2022 to Mar 6, 2023
Signals
3 dated events
- Radius Wealth Management Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 29, 2024 · Succession (Item 4) · fact
- Christian Charles Von Stackelberg (Chief Compliance Officer) appeared on Schedule A of Radius Wealth Management, Inc.Mar 6, 2023 · Control person joined · fact
- Radius Wealth Management Llc filed its initial SEC registration (Form ADV)Feb 23, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- team@radiuswealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 617-765-2200reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/radius-wealth-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- radiuswealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (617) 765-2200reportedpublic record, Form ADV, Jul 28, 2026
- Team page
- radiuswealth.com/about/our-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $79.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026