Broadview Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Broadview Wealth Partners provides investment advisory and financial planning services to individuals, high net worth individuals, trusts, pension and profit‑sharing plans, and corporate clients. The four‑advisor team manages approximately $304.7 million in discretionary assets across about 310 client relationships and offers comprehensive portfolio management along with referrals to third‑party money managers.
The firm combines qualitative analysis (company and industry evaluation) with quantitative, model‑driven methods and implements diversified asset allocation using individual securities, ETFs, mutual funds, fixed income and alternative investments. Broadview generally manages accounts on a discretionary basis, allows clients to impose reasonable investment restrictions, and conducts due diligence and ongoing annual reviews of any third‑party managers it recommends.
Distinctive aspects include the firm’s recent formation in 2025 and dual ownership by Integrated Capital Management, LLC and Innamorato Strategies, LLC, which inform its governance and operational structure. The brochure discloses that representatives no longer maintain broker‑dealer or insurance agent compensation arrangements and that the firm does not sell commissionable securities; Broadview also uses Raymond James for custody and institutional services under arrangements it says were selected with client interests in mind.
Client services
Expertise
Fee options
Minimum fee: Minimum fee of $5,000 may be imposed at firm's discretion depending on account size Fee-only: Maximum annual fee not to exceed 1.50%, fees are negotiable and billed quarterly in advance on a pro-rata basis
Main office
1212 Pearl Street, Suite 200
Boulder CO 80302
Advisors at this office
4
Most active in
Colorado · Louisiana · Nebraska · New Hampshire · Texas
Also doing business as
Broadview Wealth Partners · Broadview Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
James D
CFP®, Series 66
Boulder, CO
Broadview Wealth Partners
James Dawson is a CFP® with 27 years of industry experience. He is currently with Broadview Wealth Partners and has held roles at Raymond James Financial and the University of Colorado, where he also serves as an independent contractor. Dawson is the owner of Integrated Capital Management, an LLC used for expense management and incidental non-securities related revenue. Broadview Wealth Partners provides investment advisory and financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporate clients. The firm employs a combination of qualitative and quantitative analysis to manage approximately $304.7 million in discretionary assets across 310 client relationships.
David F
Series 66
Boulder, CO
Broadview Wealth Partners
David Fellows is a financial advisor at Broadview Wealth Partners with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Fidelity Brokerage Services. He is also associated with Integrated Capital Management, LLC, which supports his activities at Broadview Wealth Partners. Broadview Wealth Partners serves individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporate clients, managing approximately $304.7 million in discretionary assets. The firm employs a combination of qualitative and quantitative investment approaches and offers comprehensive portfolio management alongside third-party money manager referrals.
Jamie S
Series 66
Boulder, CO
Broadview Wealth Partners
Jamie Sladky is a financial advisor at Broadview Wealth Partners with 29 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial and Waddell & Reed. He is also the owner of Innamorato Strategies, LLC, a holding company associated with Broadview Wealth Partners. Broadview Wealth Partners provides investment advisory and financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $304.7 million in discretionary assets and employs a combination of qualitative and quantitative investment methods, offering diversified portfolio management alongside referrals to third-party money managers.
Dawn J
Series 66
Boulder, CO
Broadview Wealth Partners
Dawn Jones is a financial advisor at Broadview Wealth Partners with 22 years of industry experience and holds a Series 66 designation. She has worked at Broadview Wealth Partners since 2025 and has a notable history with Integrated Capital Management and Raymond James Financial Services Advisors. Dawn is also associated with Integrated Capital Management in a support role. Broadview Wealth Partners serves individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporate clients, managing approximately $304.7 million in discretionary assets. The firm employs a combination of qualitative and quantitative analysis and offers diversified portfolio management, including referrals to third-party money managers.
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