|
⚲
|
| Boston Standard Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 156452 |
| SEC # | 801-81146 |
| CIK # | 0001630939 |
| AUM | $647.6 M (2026-02-09) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 781-721-0072 |
| Address | 31 Church St 3 Winchester, MA 01890 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Trebia Acquisition Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Global MOFY Metaverse Ltd | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 94.1 |
| (b) Individuals (high net worth individuals) | 177 | 553.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,620 | 647.6 |
| By Discretionary | ||
| Discretionary | 1,620 | 647.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,620 | 647.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 645.4 | |
| Total | 1,620 | 647.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001630939] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summit Creek Advisors LLC
✚
|
MN | 0.7 |
|
Monex Asset Management Inc
✚
|
TX | 0.7 |
|
JRM Investment Counsel LLC
✚
|
0.6 | |
|
Asset Strategy Advisors LLC
✚
|
MA | 0.6 |
|
Family Office Research LLC
✚
|
MD | 0.6 |
|
Legacy Wealth Partners LLC
✚
|
CO | 0.6 |
|
Kitching Partners LLC
✚
|
PA | 0.6 |
|
Cambridge Financial Group LLC
✚
|
AZ | 0.6 |
|
Triumph Capital Management
✚
|
CO | 0.6 |
|
Shankervalleau Wealth Advisors Inc
✚
|
IL | 0.6 |