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Broadside Wealth

EST. AUM
$874,516,229

CONTACTS

CLIENT ACCOUNTS
24

Firm Details

Metro area San Francisco
CRD Number 342220
Website broadsidewealth.com
Client types

Overview

Broadside Wealth Technologies Inc. is a technology-enabled, registered investment adviser incorporated in Delaware and headquartered in San Francisco, California. Founded in 2026, the firm operates an institutional, membership-based wealth management model charging an annual flat fee of $250,000 per family instead of traditional assets under management (AUM) percentages. The firm’s core allocation philosophy centers on generating "structural alpha"—maximizing long-term net worth by pairing low-cost, passive index tracking, exchange-traded funds (ETFs), and direct indexing with systematic tax-loss harvesting, fee reduction, and strict liquidity planning.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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