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- Custodian
- Charles Schwab & Company · Interactive Brokers · Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-13-2009
- Office Locations
- 1
Office Locations
About Broadreach Capital, LLC
Broadreach Capital Partners is a real estate investment firm focused on developing, acquiring, and asset managing commercial and hotel properties primarily in the western U.S. The team targets value creation through full-cycle execution—from entitlement and ground-up development to acquisition, ongoing management, and disciplined disposition—backed by significant financial sophistication and resources. Public filings indicate an advisory focus that can include real estate strategies for accredited investors and qualified purchasers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $416.7K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on February 14, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Broadreach Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES SCOTT WOLTER
Chief Compliance Officer, Managing Member, President
- CRD
- #1869174
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Broadreach Capital, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.