Mcbroom & Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated March 27, 2026, reports $242M in regulatory assets under management, 4 employees, and 257 accounts.
Assets Under Management
$242M
Employees
4
Offices
--
Total Clients
114
Primary office
LAS VEGAS, NV
1635 VILLAGE CENTER CIR, STE 140, LAS VEGAS, NV, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.9% of total clients.
Top client categories% of clientsClients
1
HNWI
50.9%
58
2
Individuals
45.6%
52
3
Charitable
3.5%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$242Mas of March 27, 2026
Discretionary99.4%
$241M
99% of total RAUM99.4%
Non-discretionary0.6%
$1M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$242M
Total Accounts257
10Y AUM Change+$113M (+88.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee29:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.