BROADWAY WEALTH SOLUTIONS, INC.
Legal name: BROADWAY WEALTH SOLUTIONS
CRD #291753 SEC #801-124953 SAN ANTONIO, TX (210) 283-6600
SEC Registered
Total AUM
$265.8M
Discretionary
$233.6M
Employees
10
Clients
--
Accounts
1,171
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $265.8M | $233.6M | $32.2M | 10 | 0 |
| May 2025 | $265.8M | $233.6M | $32.2M | 10 | 0 |
| Mar 2025 | $265.8M | $233.6M | $32.2M | 12 | 0 |
| Mar 2025 | $250.8M | $189.4M | $61.4M | 12 | 690 |
| Sep 2024 | $250.8M | $189.4M | $61.4M | 12 | 690 |
| Mar 2024 | $250.8M | $189.4M | $61.4M | 11 | 690 |
| Nov 2023 | $148.1M | $125.6M | $22.5M | 11 | 0 |
| Oct 2023 | $148.1M | $125.6M | $22.5M | 11 | 0 |
| Oct 2023 | $148.1M | $125.6M | $22.5M | 11 | 0 |
| Aug 2023 | $148.1M | $125.6M | $22.5M | 11 | 0 |
| Jun 2023 | $148.1M | $125.6M | $22.5M | 11 | 0 |
| May 2023 | $148.1M | $125.6M | $22.5M | 10 | 0 |
| Apr 2023 | $148.1M | $125.6M | $22.5M | 10 | 0 |
| Mar 2023 | $148.1M | $125.6M | $22.5M | 10 | 0 |
| May 2022 | $108.3M | $91.8M | $16.4M | 10 | 60 |
| Apr 2022 | $108.3M | $91.8M | $16.4M | 10 | 60 |
DateJul 2025
Total AUM$265.8M
Discretionary$233.6M
Non-Disc.$32.2M
Employees10
Clients0
DateMay 2025
Total AUM$265.8M
Discretionary$233.6M
Non-Disc.$32.2M
Employees10
Clients0
DateMar 2025
Total AUM$265.8M
Discretionary$233.6M
Non-Disc.$32.2M
Employees12
Clients0
DateMar 2025
Total AUM$250.8M
Discretionary$189.4M
Non-Disc.$61.4M
Employees12
Clients690
DateSep 2024
Total AUM$250.8M
Discretionary$189.4M
Non-Disc.$61.4M
Employees12
Clients690
DateMar 2024
Total AUM$250.8M
Discretionary$189.4M
Non-Disc.$61.4M
Employees11
Clients690
DateNov 2023
Total AUM$148.1M
Discretionary$125.6M
Non-Disc.$22.5M
Employees11
Clients0
DateOct 2023
Total AUM$148.1M
Discretionary$125.6M
Non-Disc.$22.5M
Employees11
Clients0
DateOct 2023
Total AUM$148.1M
Discretionary$125.6M
Non-Disc.$22.5M
Employees11
Clients0
DateAug 2023
Total AUM$148.1M
Discretionary$125.6M
Non-Disc.$22.5M
Employees11
Clients0
DateJun 2023
Total AUM$148.1M
Discretionary$125.6M
Non-Disc.$22.5M
Employees11
Clients0
DateMay 2023
Total AUM$148.1M
Discretionary$125.6M
Non-Disc.$22.5M
Employees10
Clients0
DateApr 2023
Total AUM$148.1M
Discretionary$125.6M
Non-Disc.$22.5M
Employees10
Clients0
DateMar 2023
Total AUM$148.1M
Discretionary$125.6M
Non-Disc.$22.5M
Employees10
Clients0
DateMay 2022
Total AUM$108.3M
Discretionary$91.8M
Non-Disc.$16.4M
Employees10
Clients60
DateApr 2022
Total AUM$108.3M
Discretionary$91.8M
Non-Disc.$16.4M
Employees10
Clients60