Overview
Assets Under Management: $266 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 129
Average Client Assets: $1 million
Frequently Asked Questions
BROADWAY WEALTH SOLUTIONS, INC. 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 #291753), BROADWAY WEALTH SOLUTIONS, INC. is subject to fiduciary duty under federal law.
BROADWAY WEALTH SOLUTIONS, INC. is headquartered in SAN ANTONIO, TX.
BROADWAY WEALTH SOLUTIONS, INC. serves 129 high-net-worth clients according to their SEC filing dated July 25, 2025. View client details ↓
According to their SEC Form ADV, BROADWAY WEALTH SOLUTIONS, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BROADWAY WEALTH SOLUTIONS, INC. manages $266 million in client assets according to their SEC filing dated July 25, 2025.
According to their SEC Form ADV, BROADWAY WEALTH SOLUTIONS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.61
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,171
Discretionary Accounts: 1,101
Non-Discretionary Accounts: 70
Regulatory Filings
CRD Number: 291753
Filing ID: 1994997
Last Filing Date: 2025-07-25 16:16:00
Website: https://broadway.bank