Boston Standard Wealth Management, LLC

RIASEC RegisteredEst. 2015
Total AUM
$648M
Discretionary
$648M
100% of AUM
Avg account
$400K
Accounts
1,620
Employees
6
Advisory reps
4

Firm details

Headquarters
Winchester, Massachusetts
CRD number
156452
Registered since
March 26, 2015
Website
www.bostonstandardwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI85.47%
  • Individuals14.53%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Boston Standard Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm is owned by an individual and focuses on serving individual and family clients through financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting services. Its fee arrangements include percentage of AUM, hourly charges and fixed fees. The firm does not identify itself as an active ESG investor. Boston Standard does not operate as a capital allocator; its model is centered on providing advisory and discretionary portfolio management directly to client households and smaller institutions rather than running third‑party fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Exchange Traded Equities 4%, US Government Bonds 1%, Cash & Cash Equivalents 1%94%
  • Public Funds/Mutual Funds94%
  • Exchange Traded Equities4%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Zachary Bouchard

    Zachary Bouchard

    Managing Partner and Chief Compliance OfficerCRD 4656054

Contacts

3 of 3
  • Robert Tafuri

    Robert Tafuri

    PrincipalCRD 4656056

  • Lee Eudy

    Lee Eudy

    Financial PlannerCRD 4673674

  • Spencer Gilmore

    Spencer Gilmore

    Wealth StrategistCRD 8285461

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 62

Active vs passive

$834M in ETFs

Passive

95%

$795M

Active

5%

$39.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$247M667,33229.64%
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Location

Primary office

Winchester, MA

Middlesex

Location

Winchester, MA

Headquartered in Winchester, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
31 Church St
Time zone
ET (UTC-5)
Office locations

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