BROADEN WEALTH LLC

BROADEN WEALTH LLC of FORT MYERS, FL is an SEC-registered investment adviser (CRD 338314). Regulatory assets under management: $6.0M.

Registration

• CRD: 338314
• Type: Registered investment adviser
• Location: 13461 PARKER COMMONS BLVD, FORT MYERS, FL, 33912
• Phone: 239-219-1750
• Latest filing: 2026-06-02
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338314 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search