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BROADWEALTH LLC

CRD 304356 · SEC 801-129388

Visit website

MA, United States

Phone

617-549-1990

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$113.6M

Discretionary AUM

$89.5M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals8$1.3M
High net worth individuals10$109.6M

States served

MA

All web addresses on file

Official SEC filing: View on IAPD