← Tributary

BOSTON STANDARD WEALTH MANAGEMENT, LLC

WINCHESTER, MA · CRD 156452 · IAPD ↗ · (781) 721-0072

$647.6MRegulatory AUM
5Advisory reps
6Employees
1Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — BOSTON STANDARD WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — BOSTON STANDARD WEALTH MANAGEMENT, LLC now reports custody of client assets ($276.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2025 — BOSTON STANDARD WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($451.5M -> $549.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.