Bostonpremier Wealth, Llc
- Regulatory AUM
- $525M
- Discretionary
- $525M
- Clients
- 754
- Avg AUM / client
- $697K
- Accounts
- 1,604
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 602 | $213M | 40.6% |
| High net worth individuals | 147 | $305M | 58.1% |
| Pension and profit sharing plans | 5 | $3.2M | 0.6% |
| Corporations and other businesses | Fewer than 5 clients | $4.1M | 0.77% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Robert Bossey | Founding Member, Chief Compliance Officer | Dec 2015 (11y) | 50% – 75% | |
| Ryan Douglas Marini | Founding Member | Dec 2015 (11y) | 50% – 75% | |
| Joshua M Grieves | Registered representative | CFP | Jan 2016 (11y) | |
| Andrew Todd Kebalka | Registered representative | Jun 2024 (2y) | ||
| Adam Nathaniel Ferguson | Registered representative | Aug 2024 (2y) | ||
| Mark D Stiles | Registered representative | Mar 2026 (0y) | ||
| Meredith Russell | Registered representative | Apr 2026 (0y) |
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) | 04/09/2026 | 903 KB | 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $568M (108% of AUM) Apr 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: Apr 09, 2026.
View current Form ADV (SEC/IAPD) ↗