BROADLEAF PARTNERS, LLC
CRD #137433 SEC #801-71143 HUDSON, OH 330-650-0921
SEC Registered
Total AUM
$494.7M
Discretionary
$493.9M
Employees
7
Clients
10
Accounts
526
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $494.7M | $493.9M | $880.7K | 7 | 2 |
| Oct 2024 | $410.6M | $410.3M | $330.1K | 7 | 3 |
| Mar 2024 | $410.6M | $410.3M | $330.1K | 7 | 3 |
| Jul 2023 | $309.7M | $309.5M | $272.4K | 7 | 4 |
| Apr 2023 | $309.7M | $309.5M | $272.4K | 7 | 4 |
| Apr 2023 | $309.7M | $309.5M | $272.4K | 7 | 4 |
| Mar 2023 | $309.7M | $309.5M | $272.4K | 7 | 4 |
| Mar 2023 | $309.7M | $309.5M | $272.4K | 7 | 4 |
| Mar 2023 | $309.7M | $309.5M | $272.4K | 7 | 4 |
| Mar 2022 | $397.3M | $396.6M | $785.4K | 7 | 4 |
| Feb 2021 | $313.9M | $313.2M | $652.1K | 5 | 3 |
| Jun 2020 | $236.3M | $234.2M | $2.1M | 5 | 3 |
| Feb 2020 | $236.3M | $234.2M | $2.1M | 5 | 3 |
| Sep 2019 | $170.8M | $164.3M | $6.4M | 5 | 3 |
| Feb 2019 | $170.8M | $164.3M | $6.4M | 5 | 3 |
| Feb 2018 | $167.8M | $160.4M | $7.3M | 5 | 3 |
| Feb 2017 | $154.7M | $117.7M | $37M | 5 | 100 |
| Feb 2016 | $166.7M | $130.8M | $35.9M | 5 | 100 |
| Feb 2015 | $157.1M | $119.1M | $38M | 5 | 100 |
| Aug 2014 | $170.3M | $131.1M | $39.2M | 6 | 100 |
| Feb 2014 | $170.3M | $131.1M | $39.2M | 6 | 100 |
| Feb 2013 | $118.3M | $94.3M | $23.9M | 6 | 150 |
| Feb 2012 | $93.9M | $72.7M | $21.2M | 1 | 150 |
| Feb 2011 | $90.2M | $52.4M | $37.9M | 5 | -- |
DateMar 2025
Total AUM$494.7M
Discretionary$493.9M
Non-Disc.$880.7K
Employees7
Clients2
DateOct 2024
Total AUM$410.6M
Discretionary$410.3M
Non-Disc.$330.1K
Employees7
Clients3
DateMar 2024
Total AUM$410.6M
Discretionary$410.3M
Non-Disc.$330.1K
Employees7
Clients3
DateJul 2023
Total AUM$309.7M
Discretionary$309.5M
Non-Disc.$272.4K
Employees7
Clients4
DateApr 2023
Total AUM$309.7M
Discretionary$309.5M
Non-Disc.$272.4K
Employees7
Clients4
DateApr 2023
Total AUM$309.7M
Discretionary$309.5M
Non-Disc.$272.4K
Employees7
Clients4
DateMar 2023
Total AUM$309.7M
Discretionary$309.5M
Non-Disc.$272.4K
Employees7
Clients4
DateMar 2023
Total AUM$309.7M
Discretionary$309.5M
Non-Disc.$272.4K
Employees7
Clients4
DateMar 2023
Total AUM$309.7M
Discretionary$309.5M
Non-Disc.$272.4K
Employees7
Clients4
DateMar 2022
Total AUM$397.3M
Discretionary$396.6M
Non-Disc.$785.4K
Employees7
Clients4
DateFeb 2021
Total AUM$313.9M
Discretionary$313.2M
Non-Disc.$652.1K
Employees5
Clients3
DateJun 2020
Total AUM$236.3M
Discretionary$234.2M
Non-Disc.$2.1M
Employees5
Clients3
DateFeb 2020
Total AUM$236.3M
Discretionary$234.2M
Non-Disc.$2.1M
Employees5
Clients3
DateSep 2019
Total AUM$170.8M
Discretionary$164.3M
Non-Disc.$6.4M
Employees5
Clients3
DateFeb 2019
Total AUM$170.8M
Discretionary$164.3M
Non-Disc.$6.4M
Employees5
Clients3
DateFeb 2018
Total AUM$167.8M
Discretionary$160.4M
Non-Disc.$7.3M
Employees5
Clients3
DateFeb 2017
Total AUM$154.7M
Discretionary$117.7M
Non-Disc.$37M
Employees5
Clients100
DateFeb 2016
Total AUM$166.7M
Discretionary$130.8M
Non-Disc.$35.9M
Employees5
Clients100
DateFeb 2015
Total AUM$157.1M
Discretionary$119.1M
Non-Disc.$38M
Employees5
Clients100
DateAug 2014
Total AUM$170.3M
Discretionary$131.1M
Non-Disc.$39.2M
Employees6
Clients100
DateFeb 2014
Total AUM$170.3M
Discretionary$131.1M
Non-Disc.$39.2M
Employees6
Clients100
DateFeb 2013
Total AUM$118.3M
Discretionary$94.3M
Non-Disc.$23.9M
Employees6
Clients150
DateFeb 2012
Total AUM$93.9M
Discretionary$72.7M
Non-Disc.$21.2M
Employees1
Clients150
DateFeb 2011
Total AUM$90.2M
Discretionary$52.4M
Non-Disc.$37.9M
Employees5
Clients--