CRD: 156452
Boston Standard Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Frontier valueNorth signal +more
- Established Date
- 07-14-2011
- Office Locations
- 1
Office Locations
About Boston Standard Wealth Management, LLC
Boston Standard Wealth Management is an independent, boutique RIA in Winchester, MA providing fiduciary financial planning and discretionary portfolio management for individuals and families (retirement, education funding, and legacy planning). CFP-led and fee-transparent, the firm emphasizes disciplined, low-cost investing—index funds and ETFs, with asset allocation and responsible investing options—implemented with modern portfolio technology. Custody includes Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ZACHARY CONOVER BOUCHARD
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #4656054
- Ownership
- 25% but less than 50%
LEE GRAHAM EUDY
Certified Financial Planner, Managing Member, PRINCIPAL
- CRD
- #4673674
- Ownership
- 25% but less than 50%
Insight value
Legacy insight
- CRD
- #77941
- Ownership
- 2.4%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $647,622,502 | $399,767 |
| Non-Discretionary | $0 | -- |
| Total | $647,622,502 | $399,767 |
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Separately Managed Accounts
Total SMA Asset: $647,622,502
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,039,139,493 | 23.5% |
| Equity - Exchange | $2,021,785,114 | 23.3% |
| Cash | $2,958,921,562 | 34.1% |
| U.S. Government/Agency | $1,657,343,162 | 19.1% |
| Total | $8,677,189,331 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION ZENITH VERTEX | TIMBER RIDGE | BXSI6B8SQ | IXARO | 9.47% | $29,398,550 |
| EAGLE ELEMENT GLACIER | RIDGE LEGACY | 5632E36V2 | EXU | 8.04% | $99,452,618 |
| PRIME FUSION HARBOR | CATALYST FRONTIER | TZ6O0DGE1 | EFJT | 4.64% | $52,282,445 |
| OPTIMA RADIAL | HORIZON LEGACY | CD1W1WX02 | NLG | 0.70% | $21,879,986 |
| ELEMENT VECTOR PATHWAY | UNISON UNISON | OEC1G5MO4 | BAQ | 5.65% | $62,042,559 |
| HORIZON ELEMENT VECTOR | WAVE QUANTUM | UMFC7VH66 | TGMJ | 4.14% | $36,212,183 |
| FRONTIER SIGNAL ATLAS | FOCUS MOMENTUM | S10GNF8RB | TIALG | 10.82% | $97,882,236 |
| SUMMIT EMBER MERIDIAN | NORTH FUSION | S72KL3RU8 | TKQSU | 1.31% | $105,187,258 |