Bostonpremier Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hingham, MA. Its latest Form ADV filing, dated April 9, 2026, reports $525M in regulatory assets under management, 8 employees, 1 office, and 1,604 accounts.
Assets Under Management
$525M
Employees
8
Offices
1 office
Total Clients
754
Primary office
HINGHAM, MA
4 POND PARK RD, SUITE 201, HINGHAM, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.8% of total clients.
Top client categories% of clientsClients
1
Individuals
79.8%
602
2
HNWI
19.5%
147
3
Pension Plans
0.7%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$525Mas of April 9, 2026
Discretionary100.0%
$525M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$525M
Total Accounts1,604
10Y AUM Change+$203M (+62.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee94:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.