Overview
Assets Under Management: $550 million
Headquarters: WINCHESTER, MA
High-Net-Worth Clients: 150
Average Client Assets: $3 million
Frequently Asked Questions
BOSTON STANDARD WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156452), BOSTON STANDARD WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BOSTON STANDARD WEALTH MANAGEMENT, LLC is headquartered in WINCHESTER, MA.
BOSTON STANDARD WEALTH MANAGEMENT, LLC serves 150 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, BOSTON STANDARD WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
BOSTON STANDARD WEALTH MANAGEMENT, LLC manages $550 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, BOSTON STANDARD WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.97
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,614
Discretionary Accounts: 1,614
Regulatory Filings
CRD Number: 156452
Last Filing Date: 2025-02-04 00:00:00
Website: https://bostonstandardwealth.com