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BROAD REACH WEALTH MANAGEMENT, LLC
CRD 146128
1990 MAIN ST., SUITE 750, SARASOTA, FL, 34236, United States
Phone
941-306-4621
Fax
941-306-4622
Registration
— (—)
Source
State registered
Total AUM
$35.2M
Discretionary AUM
$35.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $2.5M |
| High net worth individuals | 17 | $32.6M |
All web addresses on file
Official SEC filing: View on IAPD