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BROADWAY WEALTH SOLUTIONS
BROADWAY WEALTH SOLUTIONS, INC.
CRD 291753 · SEC 801-124953
1177 N.E. LOOP 410, 5TH FLOOR, SAN ANTONIO, TX, 78209, United States
Phone
(210) 283-6600
Fax
(210) 283-6676
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$308.1M
Discretionary AUM
$273.8M
Team
11 total employees; 11 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 723 | $144.6M |
| High net worth individuals | 152 | $149.3M |
| Pension/profit sharing plans | 1 | $179K |
| Charitable organizations | 4 | $4.2M |
| Corporations/business entities | 26 | $9.7M |
States served
CA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD