Be advised. This firm is no longer registered.

Boston Harbor Wealth Advisors, LLC

Boston Harbor Wealth Advisors, LLC (CRD# 282486) is a financial advisory firm headquartered in Acton, MA. They manage $128,300,000 in 520 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $246,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, ME, NC, NH, NY, PA, RI, TX, VA

Financial Advisors at Boston Harbor Wealth Advisors, LLC
No Advisor Found.
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