# Broad Reach Wealth Management, LLC

> Broad Reach Wealth Management, LLC is a state-registered investment advisory firm in Sarasota, FL, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 146128
- Filed as: BROAD REACH WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146128
- AdvisorCensus page: https://advisorcensus.com/firm/broad-reach-wealth-management-llc-sarasota-fl-146128

## Quick answers

**How is Broad Reach Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Broad Reach Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Broad Reach Wealth Management, LLC located?**
Broad Reach Wealth Management, LLC's principal office is in Sarasota, FL, according to its Form ADV.

**Is Broad Reach Wealth Management, LLC registered with the SEC or a state?**
Broad Reach Wealth Management, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146128.

**How much does Broad Reach Wealth Management, LLC manage?**
Broad Reach Wealth Management, LLC reports $35,164,870 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Broad Reach Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (17).

**Does Broad Reach Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146128

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $35,164,870
- Discretionary: $35,164,870
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $2,538,394 |
| High net worth individuals | 17 | $32,626,476 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- broadreachwealth.com
- Facebook @broadreachwealth
- LinkedIn @albertjbartolomeo

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Broad Reach Wealth Management, LLC (CRD 146128): Form ADV filing data as of October 2026.