Baystate Wealth Management

Baystate Wealth Management (CRD# 151664) is a financial advisory firm headquartered in Overland Park,, KS. They manage $1,504,797,634 in 3,833 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,505
    MILLION
  • Total Number of Accounts
    3,833
    ACCOUNTS
  • Average Account Value
    $392,590
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA

Financial Advisors at Baystate Wealth Management
No Advisor Found.
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