Boston Standard Wealth Management LLC

Boston Standard Wealth Management, LLC is a limited liability company based in Massachusetts with a team of 5 employees, 4 of which are advisors, and a client base of 5. The firm's SEC status is approved, and it has been registered since March 26, 2015.

• LEE G EUDY PLANNING, LLC

  MANAGING MEMBER owns more than 25% but less than 50%

• LEE GRAHAM EUDY

  PRINCIPAL owns less than 5%

• ROBERT W TAFURI CONSULTING, LLC

  MANAGING MEMBER owns more than 25% but less than 50%

• ROBERT WALTER TAFURI

  PRINCIPAL owns less than 5%

• ZACHARY C BOUCHARD CONSULTING, LLC

  MANAGING MEMBER owns more than 25% but less than 50%

• ZACHARY CONOVER BOUCHARD

  CHIEF COMPLIANCE OFFICER owns less than 5%

• LEE GRAHAM EUDY

  MANAGING MEMBER owns 75% or more

• ROBERT WALTER TAFURI

  MANAGING MEMBER owns 75% or more

• ZACHARY CONOVER BOUCHARD

  MANAGING MEMBER owns 75% or more

• Shepherd Financial Partners LLC

• Boston Standard Wealth Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Boston Standard Wealth Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Boston Standard Wealth Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Boston Standard Wealth Management, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison