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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- Vector oakAtlas
- Established Date
- 08-01-2025
- Office Locations
- 1
Office Locations
About Broadview Wealth Partners
Broadview Wealth Partners is a Boulder, CO RIA providing holistic wealth management and financial planning, with a highly responsive service team focused on guiding clients through major life transitions (retirement, business sale, divorce, inheritance, relocation and more). The firm works exclusively by referral and supports clients via Raymond James’ Client Access platform, with portfolios that often emphasize ETFs and asset allocation.
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Owner & Executives
JAMES MCDONALD DAWSON
CHIEF OPERATING OFFICER
- CRD
- #3161514
- Ownership
- Less than 5%
DAWN M. JONES
Chief Compliance Officer
- CRD
- #4537652
- Ownership
- Less than 5%
Matrix beacon
Timber pathway
- CRD
- #25357
- Ownership
- 40.1%
Showing 2 of 3 owners & executives
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David George Fellows
--
- CRD
- #2215003
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $304,671,215 | $321,044 |
| Non-Discretionary | $0 | -- |
| Total | $304,671,215 | $321,044 |
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Separately Managed Accounts
Total SMA Asset: $304,671,215
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,062,786,479 | 17.9% |
| Cash | $872,791,131 | 14.7% |
| Corporate - Investment Grade | $1,757,456,972 | 29.6% |
| Equity - OTC | $813,417,585 | 13.7% |
| Municipal Bonds | $914,352,614 | 15.4% |
| U.S. Government/Agency | $516,549,853 | 8.7% |
| Total | $5,937,354,634 | 100.0% |