Broadside Wealth Technologies Inc.
● SEC registered since 2026CRD 342220SEC# 801-136400San Francisco, CA
Reg. AUM
$874.5M
Employees
5
Accounts
24
Location
San Francisco, CA
Broadside Wealth Technologies Inc. assets under management
Broadside Wealth Technologies Inc. is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2026. It reports $874.5 million in regulatory assets under management and employs 5 people.
Broadside Wealth Technologies Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Cannon Knight Control | Ceo/Cco | 25-50% | 2026 |
| Mason Liang Control | Direct Owner | 25-50% | 2026 |
Frequently asked questions
How much does Broadside Wealth Technologies Inc. manage?
Broadside Wealth Technologies Inc. reports $874.5 million in regulatory assets under management on its Form ADV.
How many employees does Broadside Wealth Technologies Inc. have?
Broadside Wealth Technologies Inc. reports 5 employees.
Where is Broadside Wealth Technologies Inc. located?
Broadside Wealth Technologies Inc. is based in San Francisco, CA and has been SEC-registered since 2026.
Does Broadside Wealth Technologies Inc. disclose fund performance?
Broadside Wealth Technologies Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 Bush Street, Suite 400, San Francisco, CA 94104 |
| Phone | 628-218-5315 |
| Office hours | 8:30a.m.-6:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$874.5Mregulatory AUM
Discretionary $91.6MNon-discretionary $782.9M