Broadview Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boulder, CO. Its latest Form ADV filing, dated March 26, 2026, reports $305M in regulatory assets under management, 7 employees, and 949 accounts.
Assets Under Management
$305M
Employees
7
Offices
--
Total Clients
310
Primary office
BOULDER, CO
1212 PEARL STREET, SUITE 200, BOULDER, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.7% of total clients.
Top client categories% of clientsClients
1
Individuals
69.7%
216
2
HNWI
30.3%
94
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$305Mas of March 26, 2026
Discretionary100.0%
$305M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$305M
Total Accounts949
10Y AUM Change+$305M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee44:1
10Y Employee Change+3 (+75.0%)
* 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.