Broadview Wealth Partners, LLC
● SEC registered since 2025CRD 335028SEC# 801-134094Boulder, CO
Reg. AUM
$304.7M
Employees
7
Accounts
949
Location
Boulder, CO
Broadview Wealth Partners, LLC assets under management
Broadview Wealth Partners, LLC is an SEC-registered investment adviser based in Boulder, CO. The firm has been registered since 2025. It reports $304.7 million in regulatory assets under management and employs 7 people.
Broadview Wealth Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dawn M. Jones Control | Chief Compliance Officer | Under 5% | 2025 |
| Innamorato Strategies, LLC Control | Holding Company | 50-75% | 2025 |
| Integrated Capital Management, LLC Control | Holding Company | 50-75% | 2025 |
| James McDonald Dawson Control | Chief Operating Officer | Under 5% | 2025 |
| Jamie Lyn Sladky Control | Chief Executive Officer | Under 5% | 2025 |
| James McDonald Dawson Control | Owner Of Holding Company | Over 75% | 2025 |
| Jamie Lyn Sladky Control | Owner Of Holding Company | Over 75% | 2025 |
Frequently asked questions
How much does Broadview Wealth Partners, LLC manage?
Broadview Wealth Partners, LLC reports $304.7 million in regulatory assets under management on its Form ADV.
How many employees does Broadview Wealth Partners, LLC have?
Broadview Wealth Partners, LLC reports 7 employees.
Where is Broadview Wealth Partners, LLC located?
Broadview Wealth Partners, LLC is based in Boulder, CO and has been SEC-registered since 2025.
Does Broadview Wealth Partners, LLC disclose fund performance?
Broadview Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1212 Pearl Street, Suite 200, Boulder, CO 80302 |
| Phone | 303-323-4293 |
| Fax | 303-323-4295 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$304.7M▼ 1%
Nov '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$304.7Mregulatory AUM
Discretionary $304.7M