SEC Form ADV · CIK 1712686

BROADLEAF PARTNERS, LLC

Registered Investment AdviserOH
$551.3M
Assets Under Management
2
Total Clients
7
Employees
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Registration Details

CIK
1712686
Accession
crd-137433
Location
HUDSON, OH
Filing Date
June 8, 2026
AUM
$551.3M
Total Clients
2
Institutional Clients
14
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

BROADLEAF PARTNERS, LLC is a registered investment adviser headquartered in HUDSON, OH, managing approximately $551.3M in assets across 2 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.