Boston Standard Wealth Management, LLC
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
FINTRXOverview
Boston Standard Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm serves individuals and families and reports an owner-operated structure. Its client work centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients, and it lists pension consulting among its advisory services. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not profiled as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Zachary Bouchard
Managing Partner and Chief Compliance OfficerCRD 4656054
Contacts
2 of 2
Robert Tafuri
PrincipalCRD 4656056
Lee Eudy
Financial PlannerCRD 4673674
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$834M in ETFs
95%
$795M
5%
$39.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $247M | 667,332 | 29.64% |
Location
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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