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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAWSON, JAMES, MCDONALD | I | CHIEF OPERATING OFFICER | NA | Control |
| DAWSON, JAMES, MCDONALD | I | CHIEF OPERATING OFFICER | NA | Control |
| DAWSON, JAMES, MCDONALD | I | CHIEF OPERATING OFFICER | NA | Control |
| DAWSON, JAMES, MCDONALD | I | CHIEF OPERATING OFFICER | NA | Control |
| DAWSON, JAMES, MCDONALD | I | CHIEF OPERATING OFFICER | NA | Control |
| DAWSON, JAMES, MCDONALD | I | CHIEF OPERATING OFFICER | NA | Control |
| JONES, DAWN, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAWN, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAWN, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAWN, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAWN, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAWN, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAWN, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SLADKY, JAMIE, LYN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLADKY, JAMIE, LYN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLADKY, JAMIE, LYN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLADKY, JAMIE, LYN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLADKY, JAMIE, LYN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLADKY, JAMIE, LYN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| INNAMORATO STRATEGIES, LLC | DE | HOLDING COMPANY | D | Control |
| INNAMORATO STRATEGIES, LLC | DE | HOLDING COMPANY | D | Control |
| INNAMORATO STRATEGIES, LLC | DE | HOLDING COMPANY | D | Control |
| INNAMORATO STRATEGIES, LLC | DE | HOLDING COMPANY | D | Control |
| INNAMORATO STRATEGIES, LLC | DE | HOLDING COMPANY | D | Control |
| INNAMORATO STRATEGIES, LLC | DE | HOLDING COMPANY | D | Control |
| INNAMORATO STRATEGIES, LLC | DE | HOLDING COMPANY | D | Control |
| INTEGRATED CAPITAL MANAGEMENT, LLC | DE | HOLDING COMPANY | D | Control |
| INTEGRATED CAPITAL MANAGEMENT, LLC | DE | HOLDING COMPANY | D | Control |
| INTEGRATED CAPITAL MANAGEMENT, LLC | DE | HOLDING COMPANY | D | Control |
| INTEGRATED CAPITAL MANAGEMENT, LLC | DE | HOLDING COMPANY | D | Control |
| INTEGRATED CAPITAL MANAGEMENT, LLC | DE | HOLDING COMPANY | D | Control |
| INTEGRATED CAPITAL MANAGEMENT, LLC | DE | HOLDING COMPANY | D | Control |
| INTEGRATED CAPITAL MANAGEMENT, LLC | DE | HOLDING COMPANY | D | Control |
Registrations
Federal
IA
Nov 12, 2025 REGISTERED
Notice Filings (5)
CO LA NE NY TX
Address
1212 PEARL STREET, SUITE 200BOULDER, CO 80302
United States
Phone: 303-323-4293