Investment adviser · CRD 282268

BOSTONPREMIER WEALTH

Investment adviser filing (IA)

BOSTONPREMIER WEALTH, LLC

HINGHAM, MA, United States · Form ADV filed Apr 9, 2026

Regulatory AUM
$525M
Form ADV · Item 5.F
Client accounts
1,604
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals147$304,914,26058.1%
Individuals602$213,063,31540.6%
Corporations & businessesFewer than 5$4,057,3970.8%
Retirement plans5$3,150,6150.6%
Filing source

Form ADV 2093315 · Apr 9, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 9, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4 POND PARK RD, SUITE 201
HINGHAM, MA, 02043, United States

CRD 282268

Filing source

Form ADV 2093315 · Apr 9, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.