SEC Form ADV

BROADVIEW WEALTH MANAGEMENT, LLC

Registered Investment Adviser
$154.9M
Assets Under Management
78
Total Clients
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Registration Details

Accession
CRD-174429
Filing Date
April 3, 2026
AUM
$154.9M
Total Clients
78
Amendment
No

About this Adviser

BROADVIEW WEALTH MANAGEMENT, LLC is a registered investment adviser, managing approximately $154.9M in assets across 78 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.