← Back to searchVisit website
CIO WEALTH MANAGEMENT, INC.
CRD 313576
144 NORTH ROAD, SUITE 2300, SUDBURY, MA, 01776, United States
Phone
978-287-1405
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$65.8M
Discretionary AUM
$65.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $7.7M |
| High net worth individuals | 36 | $58.1M |
All web addresses on file
Official SEC filing: View on IAPD