Boston Standard Wealth Management, Llc
- Regulatory AUM
- $648M
- Discretionary
- $648M
- Clients
- 393
- Avg AUM / client
- $1.6M
- Accounts
- 1,620
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 216 | $94.1M | 14.5% |
| High net worth individuals | 177 | $553M | 85.5% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lee Graham Eudy | Managing Member | CFP | Jul 2011 (15y) | ≈ 18.75% – 50% via Lee G Eudy Planning, Llc |
| Robert Walter Tafuri | Managing Member | CFP | Jul 2011 (15y) | ≈ 18.75% – 50% via Robert W Tafuri Consulting, Llc |
| Zachary Conover Bouchard | Chief Compliance Officer | Jul 2011 (15y) | ≈ 18.75% – 50% via Zachary C Bouchard Consulting, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robert W Tafuri Consulting, Llc | Managing Member | Sep 2011 | A | 25% – 50% |
| Zachary C Bouchard Consulting, Llc | Managing Member | Sep 2011 | A | 25% – 50% |
| Lee G Eudy Planning, Llc | Managing Member | Sep 2011 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lee Graham Eudy: 75% – 100% of Lee G Eudy Planning, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Robert Walter Tafuri: 75% – 100% of Robert W Tafuri Consulting, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Zachary Conover Bouchard: 75% – 100% of Zachary C Bouchard Consulting, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $644M (99% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 03, 2026.
View current Form ADV (SEC/IAPD) ↗