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BROADVIEW WEALTH PARTNERS
Legal name: BROADVIEW WEALTH PARTNERS, LLC
CRD 335028File 801-134094
APPROVED
Retail clients
Custody
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$304.7M
Below cohort median (national)
Discretionary AUM
$304.7M
Clients
310
949 accounts
Employees
7
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 1, 2025
- Principal office
- 1212 PEARL STREET, SUITE 200, BOULDER, CO, 80302
- Phone
- 303-323-4293
- Website
- http://www.broadviewwp.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $304.7M
- Discretionary AUM
- $304.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 949
- Non-discretionary accounts
- 0
- Total accounts
- 949
- AUM per client
- $983K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 94 | $218.3M |
| Individuals (other than high net worth individuals) | 216 | $86.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.