Bostonpremier Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Bostonpremier Wealth reports 754 clients. They include 602 individual clients, 147 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($525M across 1,604 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 41% |
| High-net-worth individuals | 19% | 58% |
| Pension and profit-sharing plans | <1% | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 602 | $213M | 40.6% | $354K |
| High-net-worth individuals | 147 | $305M | 58.1% | $2.07M |
| Pension and profit-sharing plans | 5 | $3.15M | 0.6% | $630K |
| Corporations and other businesses | Fewer than 5 | $4.06M | 0.8% | — |
| Total | 754 | $525M | 100% | — |
- Clients
- 602
- Regulatory AUM
- $213M
- AUM share
- 40.6%
- Avg. per client
- $354K
- Clients
- 147
- Regulatory AUM
- $305M
- AUM share
- 58.1%
- Avg. per client
- $2.07M
- Clients
- 5
- Regulatory AUM
- $3.15M
- AUM share
- 0.6%
- Avg. per client
- $630K
- Clients
- Fewer than 5
- Regulatory AUM
- $4.06M
- AUM share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 754
- Regulatory AUM
- $525M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Bostonpremier Wealth is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is billed hourly at up to $400 an hour, or as a fixed fee of $500 to $15,000 payable in advance; fees are negotiable.
- Wealth Management Consulting
- Ongoing consulting is an annual fee, a flat or fixed fee, or an hourly rate not to exceed $500; the amount is negotiable.
Mark Bossey owns 50% to 75% of Bostonpremier Wealth. The leadership team of Bostonpremier Wealth includes Chief Compliance Officer Mark Bossey. It has 8 employees, 4 of them in advisory roles.
Leadership
- Mark BosseyFounding Member, Chief Compliance Officer
- Ryan MariniFounding Member
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Mark Robert Bossey
- Adam Nathaniel Ferguson
- Joshua M Grieves
- Andrew Todd Kebalka
- Ryan Douglas Marini
- Meredith Russell
- Mark D Stiles
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- 3 soliciting firms
- Owns 50% to 75% of Bostonpremier Wealth, LLC
Mark Bossey
Control person · since December 2015
- Owns 50% to 75% of Bostonpremier Wealth, LLC
Ryan Marini
Control person · since December 2015
Bostonpremier Wealth’s regulatory assets grew 1.6× from $322M (June 2024) to $525M (April 2026); clients rose from 580 to 754 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $525M | 754 | 8 | 2 |
| June 2025 | $351M | 595 | 7 | 3 |
| June 2024 | $322M | 580 | 6 | 2 |
Besides its headquarters, Bostonpremier Wealth has 1 office (1 private residence, listed without an address), with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 4 Pond Park RD, Suite 201, HinghamHQ
Contact and registration details
- Legal name
- Bostonpremier Wealth, LLC
- Headquarters
- 4 Pond Park RD, Suite 201, Hingham, MA 02043
- Website
- Not reported
- Phone
- 617-934-1100
- SEC file
- 801-130727
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Bostonpremier Wealth uses Fidelity ($568M) as custodian for its separately managed accounts. Bostonpremier Wealth has custody of $25.1M in client assets for 52 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- FidelityNational Financial Services LLC · Boston, MA · $568M100%
At year end, Bostonpremier Wealth’s separately managed accounts were mostly in funds (88%).
What the accounts hold
- Stocks8%
- Exchange-traded equities6%
- Non-exchange-traded equities2%
- Funds88%
- Cash4%
How many clients does Bostonpremier Wealth have?
Bostonpremier Wealth has 754 clients and manages $525 million for them, as of April 2026. They include 602 individual clients, 147 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 April 2026
What services does Bostonpremier Wealth offer?
Bostonpremier Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Bostonpremier Wealth use?
Bostonpremier Wealth’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $568M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 April 2026
How many financial advisors does Bostonpremier Wealth have?
Bostonpremier Wealth has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bostonpremier Wealth invest in?
At the end of its last fiscal year, Bostonpremier Wealth’s separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 4% cash and equivalents and 2% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bostonpremier Wealth?
Bostonpremier Wealth’s direct owners are Mark Bossey (50% to 75%) and Ryan Marini (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 April 2026
How does Bostonpremier Wealth get paid?
Bostonpremier Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bostonpremier Wealth?
Bostonpremier Wealth’s main office is at 4 Pond Park RD, Suite 201, Hingham, MA 02043. Its phone number is 617-934-1100.