|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Broadview Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 174429 |
| SEC # | 801-131458 |
| CIK # | |
| AUM | $122.5 M (2025-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 425-326-1120 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 21.6 |
| (b) Individuals (high net worth individuals) | 27 | 87.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 13.2 |
| (n) Other | 0 | 0.0 |
| Total | 74 | 122.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 74 | 122.5 |
| Total | 74 | 122.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 119.0 | |
| Total | 74 | 122.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FR Financial Advisors LLC
✚
|
FL | 0.1 |
|
PCB Capital LLC
✚
|
NJ | 0.1 |
|
Clarity Investments Planning LLC
✚
|
NY | 0.1 |
|
Landmark Wealth Advisors LLC
✚
|
UT | 0.1 |
|
Murray Financial Services Inc
✚
|
CA | 0.1 |
|
Ahara Advisors LLC
✚
|
NJ | 0.1 |
|
Chicago Capital Management Advisors LLC
✚
|
IL | 0.1 |
|
Kurtin Financial Advisers LLC
✚
|
0.1 | |
|
Maiden Cove Capital LLC
✚
|
ME | 0.1 |
|
Second Summit Wealth Management LLC
✚
|
0.1 |