|
⚲
|
| Broadview Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 335028 |
| SEC # | 801-134094 |
| CIK # | |
| AUM | $304.7 M (2026-03-26) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 303-323-4293 |
| Address | 1212 Pearl Street Boulder, CO 80302 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 86.3 |
| (b) Individuals (high net worth individuals) | 94 | 218.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 949 | 304.7 |
| By Discretionary | ||
| Discretionary | 949 | 304.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 949 | 304.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.7 | |
| Total | 949 | 304.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Retirement Capital Strategies Inc
✚
|
CA | 0.3 |
|
Kachkovsky & Fisher Inc
✚
|
CA | 0.3 |
|
Total Solutions Enterprise LLC
✚
|
NC | 0.3 |
|
Old Slip Registered Investment Advisors LLC
✚
|
NY | 0.3 |
|
Black Cypress Capital Management LLC
✚
|
0.3 | |
|
Future Finances Inc
✚
|
OH | 0.3 |
|
Hergenroeder Financial Advisors Inc
✚
|
MD | 0.3 |
|
Nautilus Advisors LLC
✚
|
CA | 0.3 |
|
Vestment Financial LLC
✚
|
MN | 0.3 |
|
Oakwood Capital Inc
✚
|
MN | 0.3 |