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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Boston Standard Wealth Management LLC
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|---|---|
| CRD # | 156452 |
| SEC # | 801-81146 |
| CIK # | 0001630939 |
| AUM | $549.5 M (2025-02-04) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 781-721-0072 |
| Address | 31 Church St 3 Winchester, MA 01890 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Trebia Acquisition Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Global MOFY Metaverse Ltd | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 238 | 115.5 |
| (b) Individuals (high net worth individuals) | 150 | 434.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,614 | 549.5 |
| By Discretionary | ||
| Discretionary | 1,614 | 549.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,614 | 549.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 547.5 | |
| Total | 1,614 | 549.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001630939] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Portfolio Medics LLC
✚
|
FL | 0.6 |
|
Phoenix Wealth Advisors Inc
✚
|
NC | 0.6 |
|
Financial Strategies Group Inc
✚
|
MI | 0.6 |
|
Shankervalleau Wealth Advisors Inc
✚
|
IL | 0.5 |
|
Timber Creek Capital Management LLC
✚
|
MA | 0.5 |
|
ZEGA Investments
✚
|
FL | 0.5 |
|
Clear Creek Wealth Management LLC
✚
|
CO | 0.5 |
|
Financial Alternatives Inc
✚
|
CA | 0.5 |
|
TRG Advisors Inc
✚
|
FL | 0.5 |
|
Morin Private Client Group LLC
✚
|
0.5 |