Boston Standard Wealth Management, LLC
Boston Standard Wealth Management, LLC is an SEC-registered wealth manager in Winchester, MA with $647.6M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Boston Standard Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156452, SEC 801-81146, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $647.6M (2026-02-09)
- Firm type
- Wealth Manager
- Location
- Winchester, MA
- Employees
- 5
- Clients
- 393
- CRD
- 156452
- Ownership
- EUDY, LEE, GRAHAM; BOUCHARD, ZACHARY, CONOVER; ZACHARY C BOUCHARD CONSULTING, LLC; LEE G EUDY PLANNING, LLC; TAFURI, ROBERT, WALTER
How much AUM does Boston Standard Wealth Management, LLC have?
Boston Standard Wealth Management, LLC reported $647.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Boston Standard Wealth Management, LLC?
Disclosed owners and executives of Boston Standard Wealth Management, LLC include EUDY, LEE, GRAHAM, BOUCHARD, ZACHARY, CONOVER, ZACHARY C BOUCHARD CONSULTING, LLC, LEE G EUDY PLANNING, LLC, TAFURI, ROBERT, WALTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.