Broadview Wealth Management, LLC

RIASEC RegisteredEst. 2024

Total AUM

$155M

Discretionary

0% of AUM

Avg account

$2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 174429
Registered since: November 13, 2024
Website: www.broadviewwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI73.15%
Individuals15.24%
Corporations / Businesses11.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Broadview Wealth Management, LLC is an independent, owner-operated advisory firm organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and bills on a percentage-of-AUM and fixed-fee basis. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Broadview does not position itself as a capital allocator and does not identify as an active ESG investor.