# Broadview Wealth Management

Broadview Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/thomasbaileybwm

## Regulatory record

- **CRD number:** 174429
- **SEC file number:** 801-131458
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174429

## About

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.

## Sectors

- Wealth Management

## 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.

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

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