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BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD 156452 · SEC 801-81146
31 CHURCH ST. #3, WINCHESTER, MA, 01890, United States
Phone
(781) 721-0072
Fax
(781) 721-0086
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$647.6M
Discretionary AUM
$647.6M
Team
5 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 216 | $94.1M |
| High net worth individuals | 177 | $553.5M |
States served
CA, ME, MA, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD