Baystate Wealth Management LLC

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Baystate Wealth Management LLC ✚
CRD #	151664
SEC #	801-71691
CIK #	1546408
AUM	$1.1 BB (95% Disc, 100% US)
Employees	12 (58% Investors, 67% Brokers)
Phone	617-982-5200
Address	200 Clarendon Street Boston, MA 02116
Source	IAPD EDGAR Website

Total AUM ($BB)

Sector	Holding	Value ($MM)
	SPDW	140.8
	IWR	84.4
	IWY	77.5
	AMLP	41.8
	GWX	40.6
	VWO	37.9
	QAI	36.5
	SPSB	33.9
	IWN	28.4
	DOL	6.4
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Holdings by Sector ($BB)

[{"dt": "2014-01-15", "sector": "Basic Industries", "value": 5.1e-05}, {"dt": "2014-01-15", "sector": "Capital Goods", "value": 0.002704}, {"dt": "2014-01-15", "sector": "Consumer Durables", "value": 0}, {"dt": "2014-01-15", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2014-01-15", "sector": "Consumer Services", "value": 0}, {"dt": "2014-01-15", "sector": "Energy", "value": 0.000913}, {"dt": "2014-01-15", "sector": "Exchange-Traded Fund", "value": 0.19515}, {"dt": "2014-01-15", "sector": "Finance", "value": 0.001058}, {"dt": "2014-01-15", "sector": "Health Care", "value": 0}, {"dt": "2014-01-15", "sector": "Miscellaneous", "value": 0}, {"dt": "2014-01-15", "sector": "n/a", "value": 0}, {"dt": "2014-01-15", "sector": "Public Utilities", "value": 0.000578}, {"dt": "2014-01-15", "sector": "Technology", "value": 0.000383}, {"dt": "2014-01-15", "sector": "Transportation", "value": 0}, {"dt": "2015-01-08", "sector": "Basic Industries", "value": 0}, {"dt": "2015-01-08", "sector": "Capital Goods", "value": 0.003316}, {"dt": "2015-01-08", "sector": "Consumer Durables", "value": 0}, {"dt": "2015-01-08", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2015-01-08", "sector": "Consumer Services", "value": 0.000715}, {"dt": "2015-01-08", "sector": "Energy", "value": 0.001346}, {"dt": "2015-01-08", "sector": "Exchange-Traded Fund", "value": 0.255197}, {"dt": "2015-01-08", "sector": "Finance", "value": 0.000796}, {"dt": "2015-01-08", "sector": "Health Care", "value": 0.001631}, {"dt": "2015-01-08", "sector": "Miscellaneous", "value": 0}, {"dt": "2015-01-08", "sector": "n/a", "value": 0}, {"dt": "2015-01-08", "sector": "Public Utilities", "value": 0.000824}, {"dt": "2015-01-08", "sector": "Technology", "value": 0.00207}, {"dt": "2015-01-08", "sector": "Transportation", "value": 0}, {"dt": "2016-01-11", "sector": "Basic Industries", "value": 0}, {"dt": "2016-01-11", "sector": "Capital Goods", "value": 0.002546}, {"dt": "2016-01-11", "sector": "Consumer Durables", "value": 0}, {"dt": "2016-01-11", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2016-01-11", "sector": "Consumer Services", "value": 0.001263}, {"dt": "2016-01-11", "sector": "Energy", "value": 0.001152}, {"dt": "2016-01-11", "sector": "Exchange-Traded Fund", "value": 0.383577}, {"dt": "2016-01-11", "sector": "Finance", "value": 0.000374}, {"dt": "2016-01-11", "sector": "Health Care", "value": 0.003753}, {"dt": "2016-01-11", "sector": "Miscellaneous", "value": 0}, {"dt": "2016-01-11", "sector": "n/a", "value": 0}, {"dt": "2016-01-11", "sector": "Public Utilities", "value": 0.001325}, {"dt": "2016-01-11", "sector": "Technology", "value": 0.002435}, {"dt": "2016-01-11", "sector": "Transportation", "value": 0.000191}, {"dt": "2017-01-05", "sector": "Basic Industries", "value": 0.000718}, {"dt": "2017-01-05", "sector": "Capital Goods", "value": 0.002918}, {"dt": "2017-01-05", "sector": "Consumer Durables", "value": 0.000239}, {"dt": "2017-01-05", "sector": "Consumer Non-Durables", "value": 0.001547}, {"dt": "2017-01-05", "sector": "Consumer Services", "value": 0.003019}, {"dt": "2017-01-05", "sector": "Energy", "value": 0.002407}, {"dt": "2017-01-05", "sector": "Exchange-Traded Fund", "value": 0.380904}, {"dt": "2017-01-05", "sector": "Finance", "value": 0.002025}, {"dt": "2017-01-05", "sector": "Health Care", "value": 0.007244}, {"dt": "2017-01-05", "sector": "Miscellaneous", "value": 0.00034}, {"dt": "2017-01-05", "sector": "n/a", "value": 0.000241}, {"dt": "2017-01-05", "sector": "Public Utilities", "value": 0.002079}, {"dt": "2017-01-05", "sector": "Technology", "value": 0.004135}, {"dt": "2017-01-05", "sector": "Transportation", "value": 0.001326}, {"dt": "2018-01-23", "sector": "Basic Industries", "value": 0.001738}, {"dt": "2018-01-23", "sector": "Capital Goods", "value": 0.003875}, {"dt": "2018-01-23", "sector": "Consumer Durables", "value": 0.000368}, {"dt": "2018-01-23", "sector": "Consumer Non-Durables", "value": 0.002507}, {"dt": "2018-01-23", "sector": "Consumer Services", "value": 0.006088}, {"dt": "2018-01-23", "sector": "Energy", "value": 0.003963}, {"dt": "2018-01-23", "sector": "Exchange-Traded Fund", "value": 0.560741}, {"dt": "2018-01-23", "sector": "Finance", "value": 0.003617}, {"dt": "2018-01-23", "sector": "Health Care", "value": 0.009671}, {"dt": "2018-01-23", "sector": "Miscellaneous", "value": 0.000755}, {"dt": "2018-01-23", "sector": "n/a", "value": 0.000358}, {"dt": "2018-01-23", "sector": "Public Utilities", "value": 0.002273}, {"dt": "2018-01-23", "sector": "Technology", "value": 0.00815}, {"dt": "2018-01-23", "sector": "Transportation", "value": 0.002024}]

Comparable Firms	State	AUM ($BB)
Mountain Pacific Investment Advisers Inc ✚	ID	1.1
Belmont Capital LLC ✚	CA	1.1
Keeley-Teton Advisors LLC ✚	IL	1.1
Nottingham Advisors Inc ✚	NY	1.1
ACG Wealth Inc ✚	GA	1.1
Fragasso Financial Advisors Inc ✚	PA	1.1
Texas Capital Bank Wealth Management Services Inc ✚	TX	1.1
Rothschild Investment Corporation ✚	IL	1.1
Zesiger Capital Group LLC ✚	NY	1.1
HHG & Company LLC ✚	CT	1.1

Baystate Wealth Management LLC

Assets, Funds, Holdings