DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••••••••• W•••••
Legal name B••••••••• W•••••• L••
Latest filing Apr 9, 2026
First filing on the tape Jun 21, 2024 · 8 filings
SEC status approved since Jul 19, 2024
RAUM
$525M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$518M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$75.0M
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$525M as of Apr 9, 2026
Mar 5, 2025$351M then
HNW client RAUM$305M as of Apr 9, 2026
Mar 5, 2025$174M then
State-registered IARs (5.B.3)4 as of Apr 9, 2026
Mar 5, 20255 then
Employees (5.A)8 as of Apr 9, 2026
Mar 5, 20257 then
Private funds: no history
RAUM +50% over the last fiscal yearIARs 5 to 4offices 2 to 1
Practice profile
derived from the filing of Apr 9, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $75.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 107derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $327,422derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 3.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +50%derivedbetween the last two annual amendments
- Advisor growth, one year
- -20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +27%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $25.1M, 52 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$305M58%
- Individuals$213M41%
- Corporations and businesses$4.1M0.8%
- Pension and profit-sharing plans$3.2M0.6%
- Individual clients
- 602reported
- HNW clients
- 147reported
- Pension plan clients
- 5reported
- Charitable clients
- n/areported
- Accounts
- 1,604reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $25.1M for 52 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••••• M• G••••••Certified Financial Planner | Hingham, Ma | Jan 29, 2016 | 12 y | 2 |
| R••• D•••••• M••••• | Hingham, Ma | Jan 29, 2016 | 26 y | 2 |
| M••• R••••• B••••• | Hingham, Ma | Jan 29, 2016 | 29 y | 4 |
| A••••• T••• K•••••• | Hingham, Ma | Jun 11, 2024 | 16 y | 1 |
| A••• N•••••••• F••••••• | Hanover, Ma | Aug 13, 2024 | 22 y | 0 |
| M••• D• S••••• | Marshfield, Ma | Mar 25, 2026 | 30 y | 0 |
| M••••••• R•••••• | Hingham, Ma | Apr 16, 2026 | 15 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 14% of current headcount1 left over 36 months
Left, latest
- J••• J••••• D••••••••• to L•• F•••••••• L••Jun 4, 2026 · RIA to affiliated broker-dealer or bank
Joined, latest
- A••••• T••• K•••••• from C••••••••• F•••••••• N••••••Jun 11, 2024 · Affiliated broker-dealer or bank to independent RIA
- R••• D•••••• M••••• from L•• F•••••••• L••Jan 29, 2016 · Affiliated broker-dealer or bank to independent RIA
- J••••• M• G•••••• from L•• F•••••••• L••Jan 29, 2016 · Affiliated broker-dealer or bank to independent RIA
- M••• R••••• B••••• from L•• F•••••••• L••Jan 29, 2016 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from L•• F•••••••• L••Nov 18, 2019 · Hanover, Ma
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• M•••• R••••• · Founding Member, Chief Compliance Officercontrolsince 12/2015 · owns 50% to 75%
- M•••••• R•••• D•••••• · Founding Membercontrolsince 12/2015 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Hingham, Ma · principal | 7 | 2 | 0 | ||
| Northborough, Ma | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Hyannis, MA1 employees
- , 1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Apr 9, 2026RAUM (Item 5.F) moved from $351,098,560 to $525,185,587 (+50.0%) between the annual amendments of 2025-03-05 and 2026-04-09; the peer median change was +16.0% (1385 comparable advisers, 94.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,385) · 94% percentile
- account count surgeChange between filings · filing Apr 9, 2026accounts (Item 5.F.2.f) moved from 595.0 to 1,604.0 (+170.0%) between the annual amendments of 2025-03-05 and 2026-04-09; the peer median change was +6.0% (1256 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,256) · 98% percentile
What changed
consecutive filings, newest first
- HQ city · HANOVER to HINGHAMFeb 13, 2026 to Apr 9, 2026
- Accounts · 595 to 1,604Nov 20, 2025 to Feb 13, 2026
- Advisory employees · 5 to 4Nov 20, 2025 to Feb 13, 2026
- HNW clients · 90 to 147Nov 20, 2025 to Feb 13, 2026
- Individual clients · 500 to 602Nov 20, 2025 to Feb 13, 2026
- Assets in custody · $18.0M to $25.1MNov 20, 2025 to Feb 13, 2026
- Employees · 7 to 8Nov 20, 2025 to Feb 13, 2026
- Financial planning clients · 101-250 to 26-50Nov 20, 2025 to Feb 13, 2026
- State-registered IARs · 5 to 4Nov 20, 2025 to Feb 13, 2026
- Other offices · 2 to 1Nov 20, 2025 to Feb 13, 2026
- Discretionary RAUM · $351M to $525MNov 20, 2025 to Feb 13, 2026
- HNW RAUM · $174M to $305MNov 20, 2025 to Feb 13, 2026
- Individual RAUM · $174M to $213MNov 20, 2025 to Feb 13, 2026
- Pension RAUM · $2.7M to $3.2MNov 20, 2025 to Feb 13, 2026
- RAUM · $351M to $525MNov 20, 2025 to Feb 13, 2026
- Financial planning clients · 101-250 to 101-250Mar 5, 2025 to Jun 23, 2025
- Accounts · 582 to 595Dec 4, 2024 to Mar 5, 2025
- HNW clients · 86 to 90Dec 4, 2024 to Mar 5, 2025
- Individual clients · 489 to 500Dec 4, 2024 to Mar 5, 2025
- Assets in custody · $14.4M to $18.0MDec 4, 2024 to Mar 5, 2025
- Employees · 6 to 7Dec 4, 2024 to Mar 5, 2025
- Financial planning clients · 26-50 to 101-250Dec 4, 2024 to Mar 5, 2025
- Discretionary RAUM · $322M to $351MDec 4, 2024 to Mar 5, 2025
- HNW RAUM · $153M to $174MDec 4, 2024 to Mar 5, 2025
- Individual RAUM · $167M to $174MDec 4, 2024 to Mar 5, 2025
- Pension RAUM · $2.1M to $2.7MDec 4, 2024 to Mar 5, 2025
- RAUM · $322M to $351MDec 4, 2024 to Mar 5, 2025
- Other offices · 1 to 2Jun 21, 2024 to Dec 4, 2024
Signals
3 dated events
- J••• J••••• D••••••••• left B••••••••• W••••• for L•• F•••••••• L•• (registered 2026-05-14)Jun 4, 2026 · Advisor changed firm · fact
- B••••••••• W••••• reported RAUM $525.2M, up 50% from $351.1M (2025-11-20 to 2026-02-13)Feb 13, 2026 · RAUM change · derived
- B••••••••• W••••• filed its initial SEC registration (Form ADV)Jun 21, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 617-481-0191reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 617-934-1100reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- B•••••••••WEALTH.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- (617) 934-1100reportedpublic record, Form ADV, Apr 9, 2026
- Contact form
- bostonpremierwealth.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $75.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026