Broadview Wealth Partners

Overview

Broadview Wealth Partners is an SEC-registered limited liability company that provides fee-based wealth management for individuals and families. The firm is organized as a domestic entity with individual ownership, and it positions itself as a capital allocator that combines direct portfolio management for individuals and small businesses with the selection of third‑party advisers and managers. Compensation is charged as a percentage of assets under management. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices