BROADLEAF PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $551.3M |
| Discretionary | $550.0M100% of AUM |
| Non-Discretionary | $1.3M |
| Client Accounts | 582 |
| Avg Account Size | $947K |
| Employees | 7 |
| Peak AUM | $551.3MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $551M | +11.4% | +21.9% | +11.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $551.3M |
| Discretionary | $550.0M |
| Employees | 7 |
| Client Accounts | 582 |
| Client Range | 1-10 |
Contact & Location
Address
9 AURORA STREET, SUITE #5
HUDSON OH 44236
Phone
330-650-0921
Filing History
32 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$550M
99.8% of AUM
Non-Discretionary
$1M
0.2% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported