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BOSTONPREMIER WEALTH

HINGHAM, MA · CRD 282268 · IAPD ↗ · (617) 934-1100

$525.2MRegulatory AUM
4Advisory reps
8Employees
0Clients
26-50Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
May 2026 — BOSTONPREMIER WEALTH moved its main office from HANOVER, MA to HINGHAM, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
March 2026 — BOSTONPREMIER WEALTH crossed $500M in regulatory AUM ($351.1M -> $525.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
December 2025 — BOSTONPREMIER WEALTH notice-filed in NY, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2025 — BOSTONPREMIER WEALTH notice-filed in CA, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2025 — BOSTONPREMIER WEALTH reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
January 2025 — BOSTONPREMIER WEALTH notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2025 — BOSTONPREMIER WEALTH added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
98
August 2024 — BOSTONPREMIER WEALTH (HANOVER, MA) is newly SEC-registered with $322.4M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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