BROADEN WEALTH LLC

Overview

Broaden Wealth LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm serves a client base made up of individual and family clients and charges both a percentage of assets under management and hourly fees for advisory work. Broaden Wealth does not present itself as a capital allocator and is not identified as a multi-state or newly formed adviser. It is not flagged as an active ESG investor. Advisory activities center on comprehensive financial planning and discretionary portfolio management. The firm lists an industry connection to an insurance company, which may inform product access or client solutions but does not change its independent RIA status. Custody is consolidated at a major retail custodian (see Assets & Accounts).

Assets & Accounts

Investments & Alternatives