# Broadway Wealth Solutions

Broadway Wealth Solutions is a Bank / Wealth / Trust based in San Antonio, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** San Antonio, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** broadwayws.com
- **LinkedIn:** https://www.linkedin.com/company/broadwaywealthsolutionsinc

## Regulatory record

- **CRD number:** 291753
- **SEC file number:** 801-124953
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Broadway Wealth Solutions was identified in research records as a Texas-based registered investment adviser. No founding date or named principals appear in available sources. The firm delivers investment management, retirement planning, and asset allocation. It serves individuals, corporations, and organizations. Engagements occur on discretionary and non-discretionary terms. No AUM figures, team size, or additional offices are disclosed. No dated operational events from the last 24 months are recorded.

## Questions

### Who runs investment decisions at Broadway Wealth Solutions?

No named principals or CIO are identified in available sources.

### Does Broadway Wealth Solutions participate in fund commitments or only direct deals?

Available information does not specify fund commitments versus direct investments.

## Related profiles

- [Broadway Video Ventures](https://altss.com/profile/broadway-video-ventures)
- [Broadwell Capital](https://altss.com/profile/broadwell-capital)

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Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/broadway-wealth-solutions

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