Broadview Wealth Management, LLC
Broadview Wealth Management, LLC is an SEC-registered wealth manager with $154.9M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Broadview Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174429, SEC 801-131458, data through 2026-04-03.
- AUM (assets under management / regulatory AUM)
- $154.9M (2026-04-03)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 74
- CRD
- 174429
- Ownership
- BAILEY, THOMAS, AUSLAND
How much AUM does Broadview Wealth Management, LLC have?
Broadview Wealth Management, LLC reported $154.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-03).
Who owns Broadview Wealth Management, LLC?
Disclosed owners and executives of Broadview Wealth Management, LLC include BAILEY, THOMAS, AUSLAND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.