BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD #156452 SEC #801-81146 WINCHESTER, MA (781) 721-0072
SEC Registered
Total AUM
$549.5M
Discretionary
$549.5M
Employees
5
Clients
251
Accounts
1,614
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $549.5M | $549.5M | $0 | 5 | 1 |
| Feb 2025 | $549.5M | $549.5M | $0 | 5 | 1 |
| Nov 2024 | $451.5M | $451.5M | $0 | 5 | 1 |
| Aug 2024 | $451.5M | $451.5M | $0 | 5 | 1 |
| Feb 2024 | $451.5M | $451.5M | $0 | 5 | 1 |
| Jan 2024 | $451.5M | $451.5M | $0 | 5 | 1 |
| Sep 2023 | $368.4M | $368.4M | $0 | 5 | 2 |
| Jun 2023 | $368.4M | $368.4M | $0 | 5 | 2 |
| Apr 2023 | $368.4M | $368.4M | $0 | 5 | 2 |
| Mar 2023 | $368.4M | $368.4M | $0 | 5 | 2 |
| Oct 2022 | $374.9M | $374.9M | $0 | 5 | 3 |
| Feb 2022 | $374.9M | $374.9M | $0 | 5 | 3 |
| Jan 2022 | $312.8M | $312.8M | $0 | 5 | 4 |
| Nov 2021 | $312.8M | $312.8M | $0 | 5 | 4 |
| Feb 2021 | $312.8M | $312.8M | $0 | 5 | 4 |
| Oct 2020 | $237M | $237M | $0 | 5 | 5 |
| Jul 2020 | $237M | $237M | $0 | 5 | 5 |
| Jul 2020 | $237M | $237M | $0 | 5 | 5 |
| Jun 2020 | $237M | $237M | $0 | 5 | 5 |
| Jun 2020 | $237M | $237M | $0 | 5 | 5 |
| Jan 2020 | $237M | $237M | $0 | 5 | 5 |
| Aug 2019 | $192.1M | $192.1M | $0 | 5 | 5 |
| Jun 2019 | $192.1M | $192.1M | $0 | 5 | 5 |
| Jan 2019 | $192.1M | $192.1M | $0 | 5 | 5 |
| Nov 2018 | $171.9M | $171.9M | $0 | 5 | 7 |
| Jul 2018 | $171.9M | $171.9M | $0 | 5 | 7 |
| Feb 2018 | $171.9M | $171.9M | $0 | 5 | 7 |
| Mar 2017 | $136.7M | $136.7M | $0 | 5 | 400 |
| Nov 2016 | $129.1M | $129.1M | $0 | 5 | 400 |
| Oct 2016 | $129.1M | $129.1M | $0 | 5 | 400 |
| Aug 2016 | $129.1M | $129.1M | $0 | 5 | 400 |
| Feb 2016 | $108.7M | $108.7M | $0 | 5 | 400 |
| Feb 2016 | $108.7M | $108.7M | $0 | 5 | 400 |
| Jan 2016 | $108.5M | $108.5M | $0 | 5 | 400 |
| May 2015 | $108.5M | $108.5M | $0 | 5 | 400 |
| Mar 2015 | $108.5M | $108.5M | $0 | 5 | 400 |
| Mar 2015 | $108.5M | $108.5M | $0 | 5 | 400 |
| Jul 2012 | $60.8M | $60.8M | $0 | 1 | 338 |
| Jun 2012 | $60.8M | $60.8M | $0 | 1 | 338 |
| Jun 2012 | $60.8M | $60.8M | $0 | 1 | 338 |
| Jun 2012 | $60.8M | $60.8M | $0 | 1 | 338 |
| Jun 2012 | $60.8M | $60.8M | $0 | 1 | 338 |
| Jun 2012 | $60.8M | $60.8M | $0 | 1 | 338 |
| May 2012 | $60.8M | $60.8M | $0 | 1 | 338 |
| May 2012 | $60.8M | $60.8M | $0 | 1 | 338 |
| Mar 2012 | $60.8M | $60.8M | $0 | 1 | 338 |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$549.5M
Discretionary$549.5M
Non-Disc.$0
Employees5
Clients1
DateFeb 2025
Total AUM$549.5M
Discretionary$549.5M
Non-Disc.$0
Employees5
Clients1
DateNov 2024
Total AUM$451.5M
Discretionary$451.5M
Non-Disc.$0
Employees5
Clients1
DateAug 2024
Total AUM$451.5M
Discretionary$451.5M
Non-Disc.$0
Employees5
Clients1
DateFeb 2024
Total AUM$451.5M
Discretionary$451.5M
Non-Disc.$0
Employees5
Clients1
DateJan 2024
Total AUM$451.5M
Discretionary$451.5M
Non-Disc.$0
Employees5
Clients1
DateSep 2023
Total AUM$368.4M
Discretionary$368.4M
Non-Disc.$0
Employees5
Clients2
DateJun 2023
Total AUM$368.4M
Discretionary$368.4M
Non-Disc.$0
Employees5
Clients2
DateApr 2023
Total AUM$368.4M
Discretionary$368.4M
Non-Disc.$0
Employees5
Clients2
DateMar 2023
Total AUM$368.4M
Discretionary$368.4M
Non-Disc.$0
Employees5
Clients2
DateOct 2022
Total AUM$374.9M
Discretionary$374.9M
Non-Disc.$0
Employees5
Clients3
DateFeb 2022
Total AUM$374.9M
Discretionary$374.9M
Non-Disc.$0
Employees5
Clients3
DateJan 2022
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees5
Clients4
DateNov 2021
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees5
Clients4
DateFeb 2021
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees5
Clients4
DateOct 2020
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees5
Clients5
DateJul 2020
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees5
Clients5
DateJul 2020
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees5
Clients5
DateJun 2020
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees5
Clients5
DateJun 2020
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees5
Clients5
DateJan 2020
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees5
Clients5
DateAug 2019
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$0
Employees5
Clients5
DateJun 2019
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$0
Employees5
Clients5
DateJan 2019
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$0
Employees5
Clients5
DateNov 2018
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$0
Employees5
Clients7
DateJul 2018
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$0
Employees5
Clients7
DateFeb 2018
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$0
Employees5
Clients7
DateMar 2017
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees5
Clients400
DateNov 2016
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees5
Clients400
DateOct 2016
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees5
Clients400
DateAug 2016
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees5
Clients400
DateFeb 2016
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees5
Clients400
DateFeb 2016
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees5
Clients400
DateJan 2016
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees5
Clients400
DateMay 2015
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees5
Clients400
DateMar 2015
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees5
Clients400
DateMar 2015
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees5
Clients400
DateJul 2012
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients338
DateJun 2012
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients338
DateJun 2012
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients338
DateJun 2012
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients338
DateJun 2012
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients338
DateJun 2012
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients338
DateMay 2012
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients338
DateMay 2012
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients338
DateMar 2012
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients338
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--