BOSTON STANDARD WEALTH MANAGEMENT, LLC

WINCHESTER, Massachusetts·3 registered advisors·CRD# 156452

SEC# 801-811461(781) 721-0072

01

Firm Overview

AUM

$452M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BOSTON STANDARD WEALTH MANAGEMENT, LLC

3 registered advisors

Lee Graham Eudy

WINCHESTER, Massachusetts

Robert Walter Tafuri

WINCHESTER, Massachusetts

Zachary Conover Bouchard

WINCHESTER, Massachusetts

05

Office Locations

WINCHESTER, Massachusetts

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Data sourced from SEC Form ADV filings. BOSTON STANDARD WEALTH MANAGEMENT, LLC (CRD# 156452) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.