James McDonald Dawson
Chief Operating OfficerBroadview Wealth Partners, LLCCRD 3161514
About James McDonald Dawson
James McDonald Dawson is listed as Chief Operating Officer at Broadview Wealth Partners, LLC in Boulder, CO. Form ADV reports a beneficial ownership band of Under 5%. James McDonald Dawson is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Broadview Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James McDonald Dawson work?
James McDonald Dawson is listed as Chief Operating Officer at Broadview Wealth Partners, LLC on SEC Form ADV.
How much of Broadview Wealth Partners, LLC does James McDonald Dawson own?
Form ADV reports a beneficial ownership band of Under 5%.
Broadview Wealth Partners, LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Broadview Wealth Partners, LLC
| Title | Owner Of Holding Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |