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| Broadway Wealth Solutions Inc
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|---|---|
| CRD # | 291753 |
| SEC # | 801-124953 |
| CIK # | 0002021265 |
| AUM | 308.1 M (2026-03-05) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 210-283-6600 |
| Address | 1177 NE Loop 410 San Antonio, TX 78209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002021265 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.0 | ||
| Apple Inc | 2.8 | ||
| Microsoft Corp | 2.3 | ||
| Amazon Com Inc | 2.2 | ||
| United Technologies Corp /DE/ | 2.0 | ||
| Costco Wholesale Corp /NEW | 1.9 | ||
| Tesla Motors Inc | 1.3 | ||
| Intel Corp | 1.2 | ||
| Broadcom Inc | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Palo Alto Networks Inc | 1.0 | ||
| Marsh & McLennan Companies Inc | 1.0 | ||
| International Business Machines Corp | 0.9 | ||
| Cisco Systems Inc | 0.8 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Johnson & Johnson | 0.6 | ||
| Goldman Sachs Group Inc | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 723 | 144.6 |
| (b) Individuals (high net worth individuals) | 152 | 149.3 |
| (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 | 1 | 0.2 |
| (h) Charitable organizations | 4 | 4.2 |
| (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 | 26 | 9.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,254 | 308.1 |
| By Discretionary | ||
| Discretionary | 1,189 | 273.8 |
| Non-Discretionary | 65 | 34.2 |
| Total | 1,254 | 308.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 308.1 | |
| Total | 1,254 | 308.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002021265] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Synergy Financial Partners LLC
✚
|
CO | 308.7 M |
|
Finivi Inc
✚
|
MA | 308.4 M |
|
Covington & Associates Inc
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|
NJ | 308.2 M |
|
TKG Advisors LLC
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|
IN | 308.0 M |
|
AllSquare Wealth Management LLC
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|
NY | 307.8 M |
|
Marathon Wealth Advisors LLC
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|
MA | 307.8 M |
|
Generations Wealth LLC
✚
|
OH | 307.8 M |
|
Holland Advisory Services Inc
✚
|
FL | 307.7 M |
|
Dunbar Associates LLC
✚
|
CT | 307.5 M |
|
Copley Investment Management LLC
✚
|
307.3 M |