Broadwealth LLC

Overview

Broadwealth LLC is an independent registered investment advisor organized as a limited liability company that serves individuals and families. The firm runs a fee model that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, and it combines financial planning, portfolio management for individuals and small businesses, pension consulting services, and client education workshops. Investment activity centers on public mutual funds as the core sleeve of portfolios, with a meaningful allocation to third-party alternative managers to broaden return sources and reduce correlation to equity markets. Broadwealth is not positioned as an active ESG investor and operates with an owner-driven, boutique structure that implies high-touch service for a small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices