B
CRD: 338314
Broaden Wealth LLC
Fort Myers, FL, 33912
2392191750
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-14-2025
- Office Locations
- 1
Office Locations
13461 Parker Commons Blvd Suite 206 Fort Myers FL
About Broaden Wealth LLC
Broaden Wealth LLC is a Fort Myers-based RIA. The firm has been operating for 0 years. Managing $6.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
46 AVG AGE
$6.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Legacy
Investment Themes
Delta north
Investment Vehicles
Vector oak
Platform
Harbor unison
Services
North Fusion signal Timber alpha Signal Vertex glacier Crest Frontier
Owner & Executives
BRIAN MICHAEL MEGIBOW
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #3083501
- Ownership
- 75% or more
(672) 420-8278
legacy.radial@glaciercapital.com
in linkedin.com/in/matrix-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,000,000
Public Funds:
14.6% Cash:
49.3% Equity - Exchange:
36.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,079,479,849 | 14.6% |
| Cash | $3,645,092,914 | 49.3% |
| Equity - Exchange | $2,669,124,832 | 36.1% |
| Total | $7,393,697,595 | 100.0% |