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| Bostonpremier Wealth LLC
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|---|---|
| CRD # | 282268 |
| SEC # | 801-130727 |
| CIK # | 0002053783 |
| AUM | 525.2 M (2026-04-09) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-934-1100 |
| Address | 4 Pond Park Rd Hingham, MA 02043 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.9 | ||
| Nvidia Corp | 4.5 | ||
| Amazon Com Inc | 2.8 | ||
| Alphabet Inc | 2.4 | ||
| Tesla Motors Inc | 1.4 | ||
| SPDR Gold Trust | 1.2 | ||
| Microsoft Corp | 1.1 | ||
| GS Acquisition Holdings Corp | 1.0 | ||
| Broadcom Inc | 0.7 | ||
| Johnson & Johnson | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 602 | 213.1 |
| (b) Individuals (high net worth individuals) | 147 | 304.9 |
| (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 | 5 | 3.2 |
| (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 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,604 | 525.2 |
| By Discretionary | ||
| Discretionary | 1,604 | 525.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,604 | 525.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 525.2 | |
| Total | 1,604 | 525.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053783] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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|---|---|---|
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