BROADWAY WEALTH SOLUTIONS, INC.
DBA: BROADWAY WEALTH SOLUTIONS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $308.1M |
| Discretionary | $273.8M89% of AUM |
| Non-Discretionary | $34.2M |
| Client Accounts | 1,254 |
| Avg Account Size | $246K |
| Employees | 11 |
| Peak AUM | $308.1MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $308M | +22.8% | +27.6% | +30.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $308.1M |
| Discretionary | $273.8M |
| Employees | 11 |
| Client Accounts | 1254 |
Contact & Location
Address
1177 N.E. LOOP 410
SAN ANTONIO TX 78209
Phone
(210) 283-6600
Filing History
19 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$274M
88.9% of AUM
Non-Discretionary
$34M
11.1% of AUM
Disc. mix ▲ 13.4pp 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 Custody
Other Registrations
Banking Institution