Baystate Wealth Management LLC
● SEC registered since 2010CRD 151664SEC# 801-71691Overland Park,, KS
Reg. AUM
$2.77B
Employees
13
Accounts
6,147
Location
Overland Park,, KS
Baystate Wealth Management LLC assets under management
Baystate Wealth Management LLC is an SEC-registered investment adviser based in Overland Park,, KS. The firm has been registered since 2010. It reports $2.8 billion in regulatory assets under management and employs 13 people.
Baystate Wealth Management LLC owners & executives
38 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Jenelle Dorian | General Counsel | Under 5% | 2024 |
| Cheryl Renee Bicknell Control | Chief Operating Officer | Under 5% | 2024 |
| Deann Michele Elmore | Deputy Chief Operating Officer | Under 5% | 2026 |
See all 38 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Baystate Wealth Management LLC manage?
Baystate Wealth Management LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
How many employees does Baystate Wealth Management LLC have?
Baystate Wealth Management LLC reports 13 employees.
Where is Baystate Wealth Management LLC located?
Baystate Wealth Management LLC is based in Overland Park,, KS and has been SEC-registered since 2010.
Does Baystate Wealth Management LLC disclose fund performance?
Baystate Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5700 West 112th Street, Suite 500, Overland Park,, KS 66211 |
| Phone | 9139045700 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1546408 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.77B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$2.77Bregulatory AUM
Discretionary $2.74BNon-discretionary $35.1M