CRD: 146128
Broad Reach Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-23-2008
- Office Locations
- 1
Office Locations
About Broad Reach Wealth Management, LLC
Broad Reach Wealth Management is an independent, privately held Sarasota, FL RIA serving individuals, families, and organizations with integrated financial planning and investment advisory. Portfolios are customized to risk tolerance and goals, emphasizing disciplined asset allocation, tax efficiency, and low-cost portfolio management. Fiduciary, consultative approach and an intentionally limited client roster; custody includes Charles Schwab.
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Asset Classes
Client Personas
Custodian
Investment Themes
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Owner & Executives
ALBERT J. BARTOLOMEO
Investment Advisor, President
- CRD
- #4512427
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,164,870 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,164,870 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,164,870
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $439,106,082 | 22.5% |
| Equity - Exchange | $792,342,530 | 40.6% |
| Cash | $720,133,975 | 36.9% |
| Total | $1,951,582,587 | 100.0% |