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Building 2BOSTON STANDARD WEALTH MANAGEMENT, LLC

Map pinWINCHESTER, MA
Phone(781) 721-0072
NotebookSEC #801-81146
Total AUM
$647.6M
Employees
5
Clients
393

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31 CHURCH ST. #3
WINCHESTER
MA 01890
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(781) 721-0072
Other Offices
1

ReceiptFinancials

Total AUM
$647.6M
Accounts
1,620
Discretionary
$647.6M
Accounts
1,620
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
216
AUM
$94.1M
HNW Individual Clients
177
AUM
$553.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENHNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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