$113.6M Total AUM
$89.5M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
6 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-21-2019
- Office Locations
- 1
Office Locations
-- Winchester MA
About Broadwealth LLC
BroadWealth is a Winchester, MA RIA serving successful professionals and business owners with holistic wealth management and financial planning, including tax, estate, charitable, retirement and business-succession planning. Portfolios emphasize active asset allocation and risk management across ETFs, mutual funds, public equity and fixed income, with access to select alternatives. Custodies primarily at Fidelity/NFS and runs on Orion.
Team overview
-- AVG AGE
$113.6M AVG AUM / ADVISOR
$6.3M AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
Available
Fund Managers
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Investment Themes
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Platform
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Services
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Technology
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Owner & Executives
J
JENNIFER DOWLING DOUGHERTY
Chief Compliance Officer, PRINCIPAL
- CRD
- #5450445
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,483,579 | $1,225,802 |
| Non-Discretionary | $24,080,782 | $2,189,162 |
| Total | $113,564,361 | $1,351,957 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Other:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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