Boston Private Wealth

Company Profile

Boston Private Wealth is an investment advisor in Boston with $15.88 bn assets under management.

Website

Incorporated

Location

Fiscal year end

Former names

BP Wealth Management, LLC

SEC CIK

IRS number

471618476

SEC advisor number

801-80480

FINRA CRD number

172832

AUM ?

$15.88 bn (as of 2 Aug 22)

Accounts

12,500 (as of 2 Aug 22)

Employees

190 (118 investment advisory or research)

Address

Boston Private Wealth
ONE FEDERAL STREET
30TH FLOOR
BOSTON
MA 02110

Office hours

Monday - Friday, 9 A.M. - 5 P.M.

Phone

617-223-0200

Brochures

Owner	Title	From	%Ownership
Saccocia, Shannon, Leigh	Chief Investment Officer	04/2018	< 5%
Dechellis, Anthony, NMN	Chief Executive Officer	12/2018	< 5%
Bromley, Adam, Chace	Chief Administrative Officer	01/2020	< 5%
Silicon Valley Bank	Parent	07/2021	> 75%
Jaffe, Richard, Sheridan	Head of Wealth Advisory	07/2021	< 5%
Longley, John, Turnbull	Head of Wealth	07/2021	< 5%
SVB Financial Group	Parent	07/2021	> 75%
Vincent, Tobiah, a	Chief Financial Officer	03/2022	< 5%
Mccarron, James, Dennis	Chief Compliance Officer	05/2022	< 5%