{"url":"https://nivawealth.com/firms/bostonpremier-wealth-282268","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/282268","regulatoryAum":525185587,"crd":"282268","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2903288","suffix":null,"lastName":"BOSSEY","firstName":"MARK","middleName":"ROBERT"},{"crd":"4899094","suffix":null,"lastName":"FERGUSON","firstName":"ADAM","middleName":"NATHANIEL"},{"crd":"4314599","suffix":null,"lastName":"GRIEVES","firstName":"JOSHUA","middleName":"M"},{"crd":"6708203","suffix":null,"lastName":"KEBALKA","firstName":"ANDREW","middleName":"TODD"},{"crd":"4142030","suffix":null,"lastName":"MARINI","firstName":"RYAN","middleName":"DOUGLAS"},{"crd":"5946455","suffix":null,"lastName":"RUSSELL","firstName":"MEREDITH","middleName":null},{"crd":"8065879","suffix":null,"lastName":"Stiles","firstName":"Mark","middleName":"D"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-06-21","regulatoryAum":322398940,"clients":580,"employees":6,"offices":2},{"filedOn":"2025-06-23","regulatoryAum":351098560,"clients":595,"employees":7,"offices":3},{"filedOn":"2026-04-09","regulatoryAum":525185587,"clients":754,"employees":8,"offices":2}],"secFileNumber":"801-130727","legalName":"Bostonpremier Wealth, LLC","displayName":"Bostonpremier Wealth","slug":"bostonpremier-wealth-282268","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Massachusetts limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4 Pond Park RD, Suite 201","city":"Hingham","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02043"},"tradeNames":[],"registration":{"secApproved":"19 July 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":691558.8451268357,"staff":{"employees":8,"advisory":4,"brokerDealerReps":0,"insuranceAgents":4,"promoters":3},"aum":{"regulatory":525185587,"discretionary":525185587,"discretionaryAccounts":1604,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":602,"regulatoryAum":213063315},{"label":"High-net-worth individuals","clients":147,"regulatoryAum":304914260},{"label":"Pension and profit-sharing plans","clients":5,"regulatoryAum":3150615},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":4057397}],"feePrograms":[{"role":"other","program":"Financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040971","versionId":1040971,"submittedOn":"2026-04-09","documentName":"2025 ADV PART 2 BROCHURE"},{"role":"other","program":"Wealth Management Consulting","summary":"Ongoing consulting is an annual fee, a flat or fixed fee, or an hourly rate not to exceed $500; the amount is negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040971","versionId":1040971,"submittedOn":"2026-04-09","documentName":"2025 ADV PART 2 BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T10:09:45.738319+00:00","documents":[{"name":"2025 ADV PART 2 BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040971","versionId":1040971,"submittedOn":"2026-04-09"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":567914952}],"custodyNote":"Bostonpremier Wealth has custody of $25.1M in client assets for 52 clients.","otherCustodians":[],"leadership":[{"name":"Mark Bossey","title":"Founding Member, Chief Compliance Officer","crd":"2903288"},{"name":"Ryan Marini","title":"Founding Member","crd":"4142030"}],"ownership":[{"label":"Mark Bossey","detail":"Founding member, chief compliance officer in the 50% to 75% ownership band and a control person, since December 2015."},{"label":"Ryan Marini","detail":"Founding member in the 50% to 75% ownership band and a control person, since December 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"4 Pond Park RD, Suite 201","city":"Hingham","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-934-1100","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":6},{"label":"Non-exchange-traded equity securities","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":88},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"9 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/282268/PDF/282268.pdf","brochureDate":"9 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040971","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bostonpremier Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bostonpremier Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Bostonpremier Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bostonpremier Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bostonpremier Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bostonpremier Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bostonpremier Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bostonpremier Wealth?","answer":"Bostonpremier Wealth’s main office is at 4 Pond Park RD, Suite 201, Hingham, MA 02043. Its phone number is 617-934-1100.","source":"Form ADV Part 1A, Item 1.F, filed 9 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}