Boston Standard Wealth Management, LLC
● SEC registered since 2015CRD 156452SEC# 801-81146Winchester, MA
Reg. AUM
$647.6M
Employees
5
Accounts
1,620
Location
Winchester, MA
Boston Standard Wealth Management, LLC assets under management
Boston Standard Wealth Management, LLC is an SEC-registered investment adviser based in Winchester, MA. The firm has been registered since 2015. It reports $647.6 million in regulatory assets under management and employs 5 people.
Boston Standard Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lee Graham Eudy Control | Principal, Managing Member | 25-50% | 2011 |
| Robert Walter Tafuri Control | Principal, Managing Member | 25-50% | 2011 |
| Zachary Conover Bouchard Control | Managing Member, Principal, Chief Compliance Officer | 25-50% | 2011 |
Frequently asked questions
How much does Boston Standard Wealth Management, LLC manage?
Boston Standard Wealth Management, LLC reports $647.6 million in regulatory assets under management on its Form ADV.
How many employees does Boston Standard Wealth Management, LLC have?
Boston Standard Wealth Management, LLC reports 5 employees.
Where is Boston Standard Wealth Management, LLC located?
Boston Standard Wealth Management, LLC is based in Winchester, MA and has been SEC-registered since 2015.
Does Boston Standard Wealth Management, LLC disclose fund performance?
Boston Standard 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 | 31 Church St. #3, Winchester, MA 01890 |
| Phone | (781) 721-0072 |
| Fax | (781) 721-0086 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$647.6M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$647.6Mregulatory AUM
Discretionary $647.6M