| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Jenelle Dorian Control | General Counsel | Under 5% | 2024 |
| Cheryl Renee Bicknell Control | Chief Operating Officer | Under 5% | 2024 |
| Jeffrey Allen Poe Control | Chief Financial Officer | Under 5% | 2024 |
Baystate Wealth Management LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
Baystate Wealth Management LLC reports 12 employees.
Baystate Wealth Management LLC is based in Overland Park,, KS and has been SEC-registered since 2010.
Baystate Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5700 West 112th Street, Suite 500, Overland Park,, KS 66211 |
| Phone | 9139045700 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1546408 |
| Discloses disciplinary history | No |
| Discretionary | $2.31B |
| Non-discretionary | $45.9M |
| Total (RAUM) | $2.35B |