| Name | Title | Ownership | Since |
|---|---|---|---|
| Lee G Eudy Planning, LLC Control | Managing Member | 25-50% | 2011 |
| Lee Graham Eudy Control | Principal | Under 5% | 2011 |
| Robert W Tafuri Consulting, LLC Control | Managing Member | 25-50% | 2011 |
Boston Standard Wealth Management, LLC reports $549.5 million in regulatory assets under management on its Form ADV.
Boston Standard Wealth Management, LLC reports 5 employees.
Boston Standard Wealth Management, LLC is based in Winchester, MA and has been SEC-registered since 2015.
Boston Standard Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 31 Church St. #3, Winchester, MA 01890 |
| Phone | (781) 721-0072 |
| Fax | (781) 721-0086 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $549.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $549.5M |