Broadview Wealth Partners

Who works here

• DF
  David George Fellows
• DJ
  Dawn M. Jones
• JD
  James McDonald Dawson
• JS
  Jamie Lyn Sladky

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management

Broadview Wealth Partners

Legal name: Broadview Wealth Partners, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

335028