SourcingSourcing

BOSTON STANDARD WEALTH MANAGEMENT, LLC

C24
CRD 156452·SEC 801-81146·WINCHESTER, MA
AUM
$647.6M
$500M-$1B
Est. Revenue
$6.5M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD
156452
SEC file #
801-81146
EIN
452494451
DBA names
—

Economics

AUM
$647.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$192.1M → $647.6M▲ +237%
Client mix
Individuals Other216
Individuals High Net Worth177

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
WINCHESTER MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/09/2026
ADV-W filed at
—
Website
linkedin.com/company/boston-standard-wealth-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOUCHARD, ZACHARY, CONOVER
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BOUCHARD, ZACHARY, CONOVER
EUDY, LEE, GRAHAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:bostonstandard.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001630939
Edgar Registered
Yes
Edgar Filing Count
47
Edgar First Filing Date
2015-01-21
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
46
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0001630939-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
31 CHURCH STREETSUITE 3WINCHESTER, MA 01890
Business
31 CHURCH STREETSUITE 3WINCHESTER, MA 01890
Edgar EIN
452494451
Edgar Recent Filings
13F-HR2026-04-20 · 0001630939-26-000004
13F-HR2026-01-07 · 0001630939-26-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4656054
Trust Company Affiliate
No

People (3)

3
BOUCHARD, ZACHARY, CONOVER
IAR · Direct Owner · 37.5%
4656054
TAFURI, ROBERT, WALTER
IAR · Direct Owner · 37.5%
4656056
EUDY, LEE, GRAHAM
IAR · Direct Owner · 37.5%
4673674