BOSTON STANDARD WEALTH MANAGEMENT, LLC
Adviser information for BOSTON STANDARD WEALTH MANAGEMENT, LLC last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,567 | $451.5M |
| Non-Discretionary | 0 | $0 |
| Total | 1,567 | $451.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 262 | $111.8M |
| HNW Individuals | 123 | $339.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
31 CHURCH ST. #3WINCHESTER
MA
United States
Monday - Friday, BY APPOINTMENT
Tel: (781) 721-0072, Fax: (781) 721-0086
Chief Compliance Officer
ZACHARY BOUCHARD
MANAGING PARTNER
31 CHURCH ST. #3
WINCHESTER
MA
United States
Tel:
(781) 721-0072
Fax:
(781) 721-0086
Z*********@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BOUCHARD, ZACHARY, CONOVER | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2011 | < 5% |
| ROBERT W TAFURI CONSULTING, LLC | Domestic Entity | – | MANAGING MEMBER | 09/2011 | 25-50% |
| TAFURI, ROBERT, WALTER | Individual | ROBERT W TAFURI CONSULTING, LLC | MANAGING MEMBER | 07/2011 | > 75% |
| ZACHARY C BOUCHARD CONSULTING, LLC | Domestic Entity | – | MANAGING MEMBER | 09/2011 | 25-50% |
| LEE G EUDY PLANNING, LLC | Domestic Entity | – | MANAGING MEMBER | 09/2011 | 25-50% |
| EUDY, LEE, GRAHAM | Individual | LEE G EUDY PLANNING, LLC | MANAGING MEMBER | 07/2011 | > 75% |
| BOUCHARD, ZACHARY, CONOVER | Individual | ZACHARY C BOUCHARD CONSULTING, LLC | MANAGING MEMBER | 07/2011 | > 75% |
| EUDY, LEE, GRAHAM | Individual | – | PRINCIPAL | 07/2011 | < 5% |
| TAFURI, ROBERT, WALTER | Individual | – | PRINCIPAL | 07/2011 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABRDN ETFS | BBRG ALL COMD K1 | 628K | 31K | Rob/Lee/Zach |
| ACCENTURE PLC IRELAND | SHS CLASS A | 255K | 840 | Rob/Lee/Zach |
| ALPHABET INC | CAP STK CL C | 269K | 1K | Rob/Lee/Zach |
| AMAZON COM INC | COM | 206K | 1K | Rob/Lee/Zach |
| APPLE INC | COM | 843K | 4K | Rob/Lee/Zach |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | 232K | 7K | Rob/Lee/Zach |
| DESKTOP METAL INC | COM CL A | 851K | 206K | Rob/Lee/Zach |
| GINKGO BIOWORKS HOLDINGS INC | CL A SHS | 203K | 607K | Rob/Lee/Zach |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 201K | 1K | Rob/Lee/Zach |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 2M | 41K | Rob/Lee/Zach |
| ISHARES INC | ESG AWR MSCI EM | 471K | 14K | Rob/Lee/Zach |
| ISHARES TR | NEW YORK MUN ETF | 340K | 6K | Rob/Lee/Zach |
| ISHARES TR | AGGRES ALLOC ETF | 533K | 7K | Rob/Lee/Zach |
| ISHARES TR | ESG AWARE MSCI | 506K | 13K | Rob/Lee/Zach |
| ISHARES TR | GL TIMB FORE ETF | 793K | 10K | Rob/Lee/Zach |
| ISHARES TR | NATIONAL MUN ETF | 20M | 186K | Rob/Lee/Zach |
| ISHARES TR | MSCI KLD400 SOC | 2M | 15K | Rob/Lee/Zach |
| ISHARES TR | GRWT ALLOCAT ETF | 378K | 7K | Rob/Lee/Zach |
| ISHARES TR | CORE MSCI TOTAL | 638K | 9K | Rob/Lee/Zach |
| ISHARES TR | GLOBAL REIT ETF | 13M | 551K | Rob/Lee/Zach |
| ISHARES TR | CORE INTL AGGR | 30M | 595K | Rob/Lee/Zach |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | 75K | 11K | Rob/Lee/Zach |
| MICROSOFT CORP | COM | 613K | 1K | Rob/Lee/Zach |
| NUSHARES ETF TR | NUVEEN ESG US | 2M | 88K | Rob/Lee/Zach |
| NVIDIA CORPORATION | COM | 391K | 3K | Rob/Lee/Zach |
| SELECT SECTOR SPDR TR | ENERGY | 206K | 2K | Rob/Lee/Zach |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 3M | 72K | Rob/Lee/Zach |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | 324K | 10K | Rob/Lee/Zach |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 33M | 941K | Rob/Lee/Zach |
| SPDR S&P 500 ETF TR | TR UNIT | 383K | 704 | Rob/Lee/Zach |
| SPDR SER TR | PORTFOLIO SHORT | 2M | 73K | Rob/Lee/Zach |
| SPDR SER TR | PORTFOLI S&P1500 | 24M | 361K | Rob/Lee/Zach |
| SPDR SER TR | PORTFOLIO SH TSR | 21M | 725K | Rob/Lee/Zach |
| SPDR SER TR | BLOOMBERG 1-3 MO | 3M | 37K | Rob/Lee/Zach |
| SPDR SER TR | NUVEEN BLMBRG SH | 2M | 38K | Rob/Lee/Zach |
| SPDR SER TR | PORTFOLIO S&P600 | 14M | 336K | Rob/Lee/Zach |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 52M | 726K | Rob/Lee/Zach |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 205K | 4K | Rob/Lee/Zach |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 5M | 30K | Rob/Lee/Zach |
| VANGUARD INDEX FDS | TOTAL STK MKT | 172M | 643K | Rob/Lee/Zach |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 4M | 37K | Rob/Lee/Zach |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 15M | 259K | Rob/Lee/Zach |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 16M | 367K | Rob/Lee/Zach |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 313K | 3K | Rob/Lee/Zach |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 3M | 54K | Rob/Lee/Zach |
| VANGUARD WORLD FD | ESG INTL STK ETF | 2M | 36K | Rob/Lee/Zach |
| VANGUARD WORLD FD | ESG US STK ETF | 6M | 66K | Rob/Lee/Zach |