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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BOSTON STANDARD WEALTH MANAGEMENT, LLC

CRD 156452

WINCHESTER, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:368e3a77-d035-75a9-d42b-63757b2f39b9

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to Aug 3, 2026
49 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $648MItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $648M
Private client RAUM: $648MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $162Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,620
Individual clients: 216
High net worth clients: 177
Custody, client assets: $313M
SEC number: 801-81146
CRD: 156452
Filings on the tape: 49
First filed: Mar 30, 2012
Latest filed: Aug 3, 2026
Organised: Limited Liability Company, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ZACHARY CONOVER BOUCHARD	n/a	WINCHESTER, MA	15	23	n/a	no
ROBERT WALTER TAFURI	Certified Financial Planner	WINCHESTER, MA	15	23	1	no
LEE GRAHAM EUDY	Certified Financial Planner	WINCHESTER, MA	15	23	n/a	no
Spencer John Gilmore	n/a	WINCHESTER, MA	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOUCHARD, ZACHARY, CONOVER	MANAGING MEMBER	E	yes	07/2011	Mar 30, 2012	Nov 20, 2024
BOUCHARD, ZACHARY, CONOVER	CHIEF COMPLIANCE OFFICER	Na	yes	07/2011	Mar 30, 2012	Nov 20, 2024
EUDY, LEE, GRAHAM	MANAGING MEMBER	E	yes	07/2011	Mar 30, 2012	Nov 20, 2024
EUDY, LEE, GRAHAM	Principal	Na	yes	07/2011	Mar 30, 2012	Nov 20, 2024
LEE G EUDY PLANNING, LLC	MANAGING MEMBER	C	yes	09/2011	Mar 30, 2012	Nov 20, 2024
ROBERT W TAFURI CONSULTING, LLC	MANAGING MEMBER	C	yes	09/2011	Mar 30, 2012	Nov 20, 2024
TAFURI, ROBERT, WALTER	MANAGING MEMBER	E	yes	07/2011	Mar 30, 2012	Nov 20, 2024
TAFURI, ROBERT, WALTER	Principal	Na	yes	07/2011	Mar 30, 2012	Nov 20, 2024
ZACHARY C BOUCHARD CONSULTING, LLC	MANAGING MEMBER	C	yes	09/2011	Mar 30, 2012	Nov 20, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 12 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 9, 2026	$648M	$648M	5	4	1	n/a	n/a
2024	Feb 4, 2025	$550M	$550M	5	4	1	n/a	n/a
2023	Jan 24, 2024	$452M	$452M	5	4	1	n/a	n/a
2022	Mar 30, 2023	$368M	$368M	5	4	1	n/a	n/a
2021	Feb 17, 2022	$375M	$375M	5	4	1	n/a	n/a
2020	Feb 10, 2021	$313M	$313M	5	4	1	n/a	n/a
2019	Jan 30, 2020	$237M	$237M	5	4	1	n/a	n/a
2018	Jan 22, 2019	$192M	$192M	5	4	1	n/a	n/a
2017	Feb 16, 2018	$172M	$172M	5	4	2	n/a	n/a
2016	Mar 13, 2017	$137M	$137M	5	4	n/a	n/a	n/a
2015	Feb 17, 2016	$109M	$109M	5	4	n/a	n/a	n/a
2011	Mar 30, 2012	$60.8M	$60.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$648M	$550M	17.8%	$368M	20.7%	6	5	1	1

Relationships

Registered with (4)

← Spencer John GilmoreAdvisorregistration: current employment
Jul 30, 2026 to presentfactForm ADV
← ZACHARY CONOVER BOUCHARDAdvisorregistration: current employment
Jul 14, 2011 to presentfactForm ADV
← ROBERT WALTER TAFURIAdvisorregistration: current employment
Jul 14, 2011 to presentfactForm ADV
← LEE GRAHAM EUDYAdvisorregistration: current employment
Jul 14, 2011 to presentfactForm ADV

Controls (6)

← BOUCHARD, ZACHARY, CONOVEROwnerMANAGING MEMBER, ownership code E, individual
Mar 30, 2012 to Nov 20, 2024factForm ADV
← TAFURI, ROBERT, WALTEROwnerMANAGING MEMBER, ownership code E, individual
Mar 30, 2012 to Nov 20, 2024factForm ADV
← EUDY, LEE, GRAHAMOwnerMANAGING MEMBER, ownership code E, individual
Mar 30, 2012 to Nov 20, 2024factForm ADV
← LEE G EUDY PLANNING, LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Mar 30, 2012 to Nov 20, 2024factForm ADV
← ROBERT W TAFURI CONSULTING, LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Mar 30, 2012 to Nov 20, 2024factForm ADV
← ZACHARY C BOUCHARD CONSULTING, LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Mar 30, 2012 to Nov 20, 2024factForm ADV

Dated events

Occurred
Mar 10, 2015
First Form ADV filing
Boston Standard Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:368e3a77-d035-75a9-d42b-63757b2f39b9
First observed: Mar 30, 2012
Last observed: Aug 3, 2026 48 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOSTON STANDARD WEALTH MANAGEMENT, LLC

CRD 156452

WINCHESTER, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:368e3a77-d035-75a9-d42b-63757b2f39b9

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:35 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ZACHARY CONOVER BOUCHARD

n/a

WINCHESTER, MA

n/a

ROBERT WALTER TAFURI

Certified Financial Planner

WINCHESTER, MA

LEE GRAHAM EUDY

Certified Financial Planner

WINCHESTER, MA

n/a

Spencer John Gilmore

n/a

WINCHESTER, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOUCHARD, ZACHARY, CONOVER

MANAGING MEMBER

yes

07/2011

Mar 30, 2012

Nov 20, 2024

BOUCHARD, ZACHARY, CONOVER

CHIEF COMPLIANCE OFFICER

yes

07/2011

Mar 30, 2012

Nov 20, 2024

EUDY, LEE, GRAHAM

MANAGING MEMBER

yes

07/2011

Mar 30, 2012

Nov 20, 2024

EUDY, LEE, GRAHAM

Principal

yes

07/2011

Mar 30, 2012

Nov 20, 2024

LEE G EUDY PLANNING, LLC

MANAGING MEMBER

yes

09/2011

Mar 30, 2012

Nov 20, 2024

ROBERT W TAFURI CONSULTING, LLC

MANAGING MEMBER

yes

09/2011

Mar 30, 2012

Nov 20, 2024

TAFURI, ROBERT, WALTER

MANAGING MEMBER

yes

07/2011

Mar 30, 2012

Nov 20, 2024

TAFURI, ROBERT, WALTER

Principal

yes

07/2011

Mar 30, 2012

Nov 20, 2024

ZACHARY C BOUCHARD CONSULTING, LLC

MANAGING MEMBER

yes

09/2011

Mar 30, 2012

Nov 20, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 9, 2026

$648M

n/a

2024

Feb 4, 2025

$550M

n/a

2023

Jan 24, 2024

$452M

n/a

2022

Mar 30, 2023

$368M

n/a

2021

Feb 17, 2022

$375M

n/a

2020

Feb 10, 2021

$313M

n/a

2019

Jan 30, 2020

$237M

n/a

2018

Jan 22, 2019

$192M

n/a

2017

Feb 16, 2018

$172M

n/a

2016

Mar 13, 2017

$137M

n/a

2015

Feb 17, 2016

$109M

n/a

2011

Mar 30, 2012

$60.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$648M

$550M

17.8%

$368M

20.7%