|
⚲
|
| Broadwealth LLC
✚
|
|
|---|---|
| CRD # | 304356 |
| SEC # | 801-129388 |
| CIK # | |
| AUM | $113.6 M (2026-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 617-549-1990 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 1.3 |
| (b) Individuals (high net worth individuals) | 10 | 109.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.3 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 84 | 113.6 |
| By Discretionary | ||
| Discretionary | 73 | 89.5 |
| Non-Discretionary | 11 | 24.1 |
| Total | 84 | 113.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.6 | |
| Total | 84 | 113.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Zenith Advisory Group LLC
✚
|
FL | 0.1 |
|
Strategic Foresight Investments LLC
✚
|
DE | 0.1 |
|
Fortify Wealth Inc
✚
|
MO | 0.1 |
|
South Bay Financial Partners Group Inc
✚
|
CA | 0.1 |
|
Queen City Capital Management LLC
✚
|
OH | 0.1 |
|
Coordinated Wealth Management LLC
✚
|
TN | 0.1 |
|
Chappelwood Financial Services Corp
✚
|
OK | 0.1 |
|
McCarthy & Cox Retirement & Estate Specialists LLC
✚
|
OH | 0.1 |
|
Rightoak Asset Management LLC
✚
|
0.1 | |
|
Caleo Capital NA LLC
✚
|
FL | 0.1 |