BROADWEALTH LLC

BROADWEALTH LLC is an SEC-registered investment adviser (CRD 304356). Regulatory assets under management: $113.6M.

Registration

• CRD: 304356
• SEC file number: 801-129388
• Type: Registered investment adviser
• Phone: 617-549-1990
• Latest filing: 2026-03-27
• Regulatory AUM: $113.6M
• Discretionary AUM: $89.5M
• Non-discretionary AUM: $24.1M
• Clients: 1
• Accounts: 84

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304356 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search