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BOSTONPREMIER WEALTH
BOSTONPREMIER WEALTH, LLC
CRD 282268 · SEC 801-130727
4 POND PARK RD, SUITE 201, HINGHAM, MA, 02043, United States
Phone
(617) 934-1100
Fax
(617) 481-0191
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$525.2M
Discretionary AUM
$525.2M
Team
8 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 602 | $213.1M |
| High net worth individuals | 147 | $304.9M |
| Pension/profit sharing plans | 5 | $3.2M |
States served
CA, LA, ME, MA, NJ, NY, PA, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD