# BROADVIEW WEALTH PARTNERS

BROADVIEW WEALTH PARTNERS of BOULDER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 335028
- Type: SEC-registered investment adviser
- SEC file number: 801-134094
- Location: 1212 PEARL STREET, BOULDER, CO, 80302
- Phone: 303-323-4293
- Latest filing: 2026-08-03
- Regulatory AUM: $304.7M
- Discretionary AUM: $304.7M
- Clients: 7
- Accounts: 949

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Dawn M Jones | CHIEF COMPLIANCE OFFICER | — |
| James Mcdonald Dawson | CHIEF OPERATING OFFICER; OWNER OF HOLDING COMPANY | — |
| Jamie Lyn Sladky | CHIEF EXECUTIVE OFFICER; OWNER OF HOLDING COMPANY | — |
| Dawn M. Jones | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335028/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335028/similar
- Related entities: https://search.stillhousedata.com/firm/335028/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335028

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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.