# Broaden Wealth LLC

Broaden Wealth LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://broadenwealth.com

## Regulatory record

- **CRD number:** 338314
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338314

## About

BROADEN WEALTH LLC is a state-registered investment adviser in FORT MYERS, FL. It manages approximately $6 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Questions

### What is Broaden Wealth LLC's investment strategy?

No investment strategy has been publicly disclosed by Broaden Wealth LLC. Public records do not indicate asset class preferences, sector focuses, or geographic targeting.

### Who are the principals at Broaden Wealth LLC?

No named principals, executives, or investment professionals have been identified in public filings, financial news, or the firm's own communications.

### What is the ownership source of wealth for Broaden Wealth LLC?

The origin of wealth for Broaden Wealth LLC is not publicly documented. No family or individual has been associated with the entity in public records.

### Does Broaden Wealth LLC make direct investments or fund commitments?

No portfolio companies, fund commitments, or co-investments have been reported for Broaden Wealth LLC in public databases or financial press.

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Last updated: 2026-07-06T01:24:13.030Z

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