BOSTON STANDARD WEALTH MANAGEMENT, LLC

BOSTON STANDARD WEALTH MANAGEMENT, LLC of WINCHESTER, MA is an SEC-registered investment adviser (CRD 156452). Regulatory assets under management: $647.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (6)

NameRoleLocation
Zachary Conover BouchardCHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER
Lee Graham EudyMANAGING MEMBER; PRINCIPAL; PRINCIPAL, MANAGING MEMBER
Robert Walter TafuriMANAGING MEMBER; PRINCIPAL; PRINCIPAL, MANAGING MEMBER
BOUCHARD ZACHARY CONOVERCHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+1 more)
TAFURI ROBERT WALTERMANAGING MEMBER; PRINCIPAL; PRINCIPAL AND WEALTH MANAGER
EUDY LEE GRAHAMMANAGING MEMBER; PRINCIPAL; PRINCIPAL AND WEALTH MANAGER

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