# Broad Reach Wealth Management

Broad Reach Wealth Management is a Multi Family Office based in Sarasota.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sarasota
- **Assets under management:** Undisclosed
- **Website:** broadreachwealth.com
- **LinkedIn:** https://www.linkedin.com/company/albertjbartolomeo

## Regulatory record

- **CRD number:** 146128
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146128

## About

BROAD REACH WEALTH MANAGEMENT, LLC is a state-registered investment adviser in SARASOTA, FL. The firm manages approximately $35 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### How does Broad Reach Wealth Management's registration as an RIA affect its fiduciary duty?

RIAs are legally bound by fiduciary standards under the Investment Advisers Act of 1940, requiring them to act in clients' best interests. This means Broad Reach Wealth Management must disclose conflicts and manage clients' assets prudently, though its specific compliance practices are not publicly documented.

### What is the minimum asset threshold to work with Broad Reach Wealth Management?

No minimum asset threshold for clients has been disclosed by Broad Reach Wealth Management in public filings or available materials. Smaller RIAs often serve clients with $500,000 to $5 million in investable assets, but this is unconfirmed.

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Last updated: 2026-07-11T02:20:13.000Z

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