BROADSIDE WEALTH
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 342220
- Registered since
- June 1, 2026
- Fee structure
- Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Broadside Wealth is organized as a corporation and is registered with the SEC as of 2026. The firm is newly formed and owned by an individual. It describes itself as a capital allocator and charges fixed fees (and other fee arrangements). Broadside Wealth’s advisory remit covers financial planning and portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of other advisers. It is not identified as an active ESG investor, does not operate as a multistate adviser, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Alexander Knight
CEOCRD 8286863
Contacts
1 of 1ALEXANDER KNIGHT
CRD 8221170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 333 Bush St
- Time zone
- PT (UTC-8)
- Office locations
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