BROADVIEW WEALTH PARTNERS, LLC
Legal name: BROADVIEW WEALTH PARTNERS
CRD #335028 SEC #801-134094 BOULDER, CO 303-323-4293
SEC Registered
Total AUM
$309.1M
Discretionary
$309.1M
Employees
4
Clients
--
Accounts
1,489
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $309.1M | $309.1M | $0 | 4 | 0 |
| Oct 2025 | $0 | $0 | $0 | 4 | 0 |
| Oct 2025 | $0 | $0 | $0 | 4 | 0 |
| Sep 2025 | $0 | $0 | $0 | 4 | 0 |
| Aug 2025 | $0 | $0 | $0 | 4 | 0 |
| Jul 2025 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$309.1M
Discretionary$309.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0