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| Happy Holidays!! thanks for using AUM13F!! |
| Broadway Wealth Solutions Inc
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| CRD # | 291753 |
| SEC # | 801-124953 |
| CIK # | 0002021265 |
| AUM | $265.8 M (2025-07-25) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 210-283-6600 |
| Address | 1177 NE Loop 410 San Antonio, TX 78209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.6 | ||
| Nvidia Corp | 2.3 | ||
| Amazon Com Inc | 2.0 | ||
| Costco Wholesale Corp /NEW | 2.0 | ||
| Apple Inc | 1.9 | ||
| United Technologies Corp /DE/ | 1.5 | ||
| Marsh & McLennan Companies Inc | 1.1 | ||
| Exxon Mobil Corp | 0.9 | ||
| Broadcom Inc | 0.8 | ||
| Tesla Motors Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 598 | 121.3 |
| (b) Individuals (high net worth individuals) | 129 | 131.9 |
| (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 | 1 | 0.2 |
| (h) Charitable organizations | 4 | 2.2 |
| (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 | 23 | 10.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,171 | 265.8 |
| By Discretionary | ||
| Discretionary | 1,101 | 233.6 |
| Non-Discretionary | 70 | 32.2 |
| Total | 1,171 | 265.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 265.7 | |
| Total | 1,171 | 265.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002021265] |
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|---|---|---|
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CA | 0.3 |
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Lantern Wealth Advisors LLC
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0.3 | |
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APS Wealth Management LLC
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