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Broadview Wealth Management
BROADVIEW WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in BELLEVUE, WA, registered since 2024. The firm manages approximately $155 million in...
Broadview Wealth Management
BROADVIEW WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in BELLEVUE, WA, registered since 2024. The firm manages approximately $155 million in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Sector focus
Frequently asked questions
Who runs investment decisions at Broadview Wealth Management?
The investment decision-makers at Broadview Wealth Management are not publicly identified. The firm is registered as an RIA with the SEC, which means it has at least one designated investment adviser representative, but names are not disclosed in public records.
Is Broadview Wealth Management structured as a single family office or an RIA?
Broadview Wealth Management is structured as a registered investment advisor (RIA), not a family office. As an SEC-registered firm, it must adhere to fiduciary standards and annual filing requirements, which distinguishes it from family offices that may operate under different exemptions.
What investment services does Broadview Wealth Management offer?
The firm likely offers a range of wealth management services including portfolio management, financial planning, and retirement planning. Specific details on asset classes or direct investment capabilities are not publicly disclosed.
Does Broadview Wealth Management disclose its AUM?
No, Broadview Wealth Management does not publicly disclose its assets under management. While SEC form ADV filings would contain this data, the firm has not made it available through standard public sources.
Where is Broadview Wealth Management headquartered?
Broadview Wealth Management appears to be headquartered in the United States, but its specific city and state are not disclosed in public sources. The firm's principal place of business is not listed in common directories.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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