Key facts
- Notable investors include Cetera Financial Group.
- Status: Privately Held (backing).
Leadership
- John MaherChief Investment Officer & Partner
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for CCR Wealth Management
- ·The full record, as it builds
Funding rounds
No funding rounds for CCR Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About CCR Wealth Management
Provider of financial planning and portfolio management services intended to serve individuals, corporations and institutions. The company's services include financial planning, investment management, corporate retirement plans, group health and life insurance and business and personal financial coordination, thereby helping clients achieve financial strength for the long term.
- Sector
- Financial Services
- HQ
- Westborough, MA, United States
- Employees
- 35
- Website
- ccrwealth.com/
- Ownership
- Privately Held (backing)
CCR Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in CCR Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on CCR Wealth Management in its N-PORT filings yet. We sweep new filings monthly.