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| Happy Holidays!! thanks for using AUM13F!! |
| Baystate Wealth Management LLC
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| CRD # | 151664 |
| SEC # | 801-71691 |
| CIK # | 0001546408 |
| AUM | $2.4 B (2025-05-01) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 913-904-5700 |
| Address | 5700 West 112th Street Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 3.2 | ||
| Nvidia Corp | 3.0 | ||
| Microsoft Corp | 2.3 | ||
| Amazon Com Inc | 1.2 | ||
| Broadcom Inc | 1.1 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Lilly Eli & Co | 0.5 | ||
| Procter & Gamble Co | 0.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,205 | 2.0 |
| (b) Individuals (high net worth individuals) | 37 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,559 | 2.4 |
| By Discretionary | ||
| Discretionary | 5,459 | 2.3 |
| Non-Discretionary | 100 | 0.0 |
| Total | 5,559 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 5,559 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001546408] | |
| 13F-NT | [0001546408] |
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