Broadview Wealth Partners provides portfolio management for individuals and small businesses, selecting other managers, and financial planning.
Broadview Wealth Partners reports 310 clients. They include 216 individual clients and 94 high-net-worth individuals. Of its assets, 100.0% ($305M across 949 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 28% |
| High-net-worth individuals | 30% | 72% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 216 | $86.3M | 28.3% | $400K |
| High-net-worth individuals | 94 | $218M | 71.7% | $2.32M |
| Total | 310 | $305M | 100% | $983K |
- Clients
- 216
- Regulatory AUM
- $86.3M
- AUM share
- 28.3%
- Avg. per client
- $400K
- Clients
- 94
- Regulatory AUM
- $218M
- AUM share
- 71.7%
- Avg. per client
- $2.32M
Total
- Clients
- 310
- Regulatory AUM
- $305M
- AUM share
- 100%
- Avg. per client
- $983K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Broadview Wealth Partners charges up to 1.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Fee details and sources
Integrated Capital Management, LLC owns 50% to 75% of Broadview Wealth Partners and is in turn owned by James Dawson (75% or more). Jamie Sladky is CEO; the leadership team includes Chief Operating Officer James Dawson and Chief Compliance Officer Dawn Jones. It has 7 employees.
Staff
- 7 employees
- 7 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Broadview Wealth Partners, LLC
Integrated Capital Management, LLC
Control person · since July 2025
- Owns 75% or more of Integrated Capital Management, LLC
James Dawson
Control person · since July 2025
- Owns 50% to 75% of Broadview Wealth Partners, LLC
Innamorato Strategies, LLC
Control person · since July 2025
- Owns 75% or more of Innamorato Strategies, LLC
Jamie Sladky
Control person · since July 2025
Besides its headquarters, Broadview Wealth Partners has 3 offices (3 private residences, listed without an address), with 1 listed address in 1 state.
Colorado · 1 listed address
- 1212 Pearl Street, Suite 200, BoulderHQ
Contact and registration details
- Legal name
- Broadview Wealth Partners, LLC
- Headquarters
- 1212 Pearl Street, Suite 200, Boulder, CO 80302
- Website
- broadviewwp.com
- Phone
- 303-323-4293
- SEC file
- 801-134094
- Founded
- 2025
- Structure
- Colorado LLC
- Fiscal year end
- December
Broadview Wealth Partners’ named custodian for separately managed accounts is Raymond James ($305M). Broadview Wealth Partners has custody of $6M for 11 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $305M100%
At year end, Broadview Wealth Partners’ separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks1%
- Funds93%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
How many clients does Broadview Wealth Partners have?
Broadview Wealth Partners has 310 clients and manages $305 million for them, as of September 2026. They include 216 individual clients and 94 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026
What services does Broadview Wealth Partners offer?
Broadview Wealth Partners provides portfolio management for individuals and small businesses, selecting other managers, and financial planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Broadview Wealth Partners charge?
Broadview Wealth Partners charges up to 1.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 25 March 2026
Which custodians does Broadview Wealth Partners use?
Broadview Wealth Partners’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $305M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026
How many financial advisors does Broadview Wealth Partners have?
Broadview Wealth Partners has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Broadview Wealth Partners invest in?
At the end of its last fiscal year, Broadview Wealth Partners’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Broadview Wealth Partners?
Broadview Wealth Partners is owned through holding companies by James Dawson and Jamie Sladky. Its direct owners are Integrated Capital Management, LLC (50% to 75%) and Innamorato Strategies, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026
How does Broadview Wealth Partners get paid?
Broadview Wealth Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Broadview Wealth Partners?
Broadview Wealth Partners’ main office is at 1212 Pearl Street, Suite 200, Boulder, CO 80302. Its phone number is 303-323-4293. Its website is broadviewwp.com.