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BROADEN WEALTH LLC
CRD 338314
13461 PARKER COMMONS BLVD, SUITE 206, FORT MYERS, FL, 33912, United States
Phone
239-219-1750
Fax
239-219-1753
Registration
— (—)
Source
State registered
Total AUM
$6.0M
Discretionary AUM
$6.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $2.0M |
| High net worth individuals | 3 | $4.0M |
Official SEC filing: View on IAPD