BOSTON STANDARD WEALTH MANAGEMENT, LLC

31 Church St. #3
Winchester, Massachusetts 01890
Tel: (781) 721-0072

About BOSTON STANDARD WEALTH MANAGEMENT, LLC

BOSTON STANDARD WEALTH MANAGEMENT, LLC, formally registered with the SEC as BOSTON STANDARD WEALTH MANAGEMENT, LLC. The firm was established in 03/26/2015. They have over 2 offices throughout the country.

BOSTON STANDARD WEALTH MANAGEMENT, LLC is a Winchester, Massachusetts based Financial Planning firm with nearly $549,546,666 assets under management, offering retirement planning & investment advisory services to 1614 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156452
SEC#	801-81146
Assets Managed by Firm	$549,546,666
No. of Clients	1614
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1614	$549,546,666
Individuals (other than high net worth individuals)	238	$115,544,218
High net worth individuals	150	$434,002,448

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