# BROADWEALTH LLC

BROADWEALTH LLC is an SEC-registered investment adviser.

## Registration

- CRD: 304356
- Type: SEC-registered investment adviser
- SEC file number: 801-129388
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Dowling Dougherty | PRINCIPAL AND CCO | Lincoln, MA |
| DOUGHERTY JENNIFER DOWLING | PRINCIPAL AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304356/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304356/similar
- Related entities: https://search.stillhousedata.com/firm/304356/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304356

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.