# BROAD WEALTH MANAGEMENT

BROAD WEALTH MANAGEMENT is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 125479
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125479

## About

BROAD WEALTH MANAGEMENT, INC. is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Questions

### What services does BROAD WEALTH MANAGEMENT, INC. provide?

No verifiable information is available about the firm's service offerings, client base, or regulatory registrations. The company does not maintain a public website or known social media presence, and it has not been cited in financial industry reporting.

### Who manages BROAD WEALTH MANAGEMENT, INC.?

No named principals, officers, or portfolio managers for BROAD WEALTH MANAGEMENT, INC. have been disclosed in public filings, press releases, or industry databases. The firm's leadership, governance structure, and ownership are undocumented in any accessible source.

### Is BROAD WEALTH MANAGEMENT, INC. a registered investment adviser?

No SEC or state investment adviser registration has been found under the name BROAD WEALTH MANAGEMENT, INC. Without a confirmed jurisdiction of formation or business address, its regulatory status remains undetermined.

### Does BROAD WEALTH MANAGEMENT, INC. manage outside capital?

There is no public record of BROAD WEALTH MANAGEMENT, INC. managing third-party capital, operating pooled investment vehicles, or acting as a general partner to funds. Its asset-management activities, if any, are not documented in available institutional databases or regulatory filings.

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Last updated: 2026-06-03T20:00:00.000Z

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