Broadview Wealth Partners

Overview

Broadview Wealth Partners is an independent RIA organized as an LLC that serves individuals and families with fee-based portfolio management. The firm is SEC-registered (registration year 2025) and identifies itself as a capital allocator that both manages discretionary portfolios and selects outside advisers for client solutions. Its primary billing model is a percentage-of-AUM fee. Broadview reports it is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives