Overview
Assets Under Management: $155 million
High-Net-Worth Clients: 32
Average Client Assets: $3.5 million
Frequently Asked Questions
BROADVIEW WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174429), BROADVIEW WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BROADVIEW WEALTH MANAGEMENT, LLC serves 32 high-net-worth clients according to their SEC filing dated April 03, 2026. View client details ↓
According to their SEC Form ADV, BROADVIEW WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BROADVIEW WEALTH MANAGEMENT, LLC manages $155 million in client assets according to their SEC filing dated April 03, 2026.
According to their SEC Form ADV, BROADVIEW WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.15%
Average Client Assets: $3.5 million
Total Client Accounts: 78
Non-Discretionary Accounts: 78
Regulatory Filings
CRD Number: 174429
Filing ID: 2091634
Last Filing Date: 2026-04-03 13:36:04