Broadleaf Partners, LLC
Broadleaf Partners, LLC is an SEC-registered wealth manager in Hudson, OH with $551.3M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Broadleaf Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 137433, SEC 801-71143, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $551.3M (2026-06-08)
- Firm type
- Wealth Manager
- Location
- Hudson, OH
- Employees
- 7
- Clients
- 244
- CRD
- 137433
- Ownership
- CZEKAJ, MICHAEL, ANDREW; MACKAY, DOUGLAS, SCOTT; HOOVER, WILLIAM, FRANK; MacKay, Peter, Edward
How much AUM does Broadleaf Partners, LLC have?
Broadleaf Partners, LLC reported $551.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns Broadleaf Partners, LLC?
Disclosed owners and executives of Broadleaf Partners, LLC include CZEKAJ, MICHAEL, ANDREW, MACKAY, DOUGLAS, SCOTT, HOOVER, WILLIAM, FRANK, MacKay, Peter, Edward. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.