# BEANTOWN FINANCIAL ADVISORS LLC

BEANTOWN FINANCIAL ADVISORS LLC is an SEC-registered investment adviser.

## Registration

- CRD: 134637
- Type: SEC-registered investment adviser
- SEC file number: 801-132054
- Phone: 508-529-0102
- Latest filing: 2026-01-23
- Regulatory AUM: $158.4M
- Discretionary AUM: $158.4M
- Clients: 1
- Accounts: 252

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Elliot Somerset | CCO | — |
| Wendy Ann Somerset | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134637/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134637/similar
- Related entities: https://search.stillhousedata.com/firm/134637/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134637

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.