Broadway Wealth Solutions
Broadway Wealth Solutions is an SEC-registered mass-market adviser in San Antonio, TX with $308.1M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Broadway Wealth Solutions: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291753, SEC 801-124953, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $308.1M (2026-03-05)
- Firm type
- Mass-Market Adviser
- Location
- San Antonio, TX
- Employees
- 11
- Clients
- 906
- CRD
- 291753
- Ownership
- BROADWAY NATIONAL BANK; Escamilla, Christian, Ray; CANO, KHRISTENE, ANN
How much AUM does Broadway Wealth Solutions have?
Broadway Wealth Solutions reported $308.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Broadway Wealth Solutions?
Disclosed owners and executives of Broadway Wealth Solutions include BROADWAY NATIONAL BANK, Escamilla, Christian, Ray, CANO, KHRISTENE, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.