Broad Reach Wealth Management, LLC

Overview

Broad Reach Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company that serves individuals and families, with a particular focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under an owner-type classified as individual and charges a mix of percentage-of-AUM fees and fixed fees. It does not position itself as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Investment activity centers on discretionary management using pooled public investment vehicles—chiefly mutual funds and similar public funds—rather than a heavy direct-securities trading model. The firm’s advisory work emphasizes personalized planning and portfolio oversight rather than institutional consulting or large-scale asset allocation mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices