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Broadside Wealth Technologies Inc.

● SEC registered since 2026CRD 342220SEC# 801-136400San Francisco, CA
Export (members)
Reg. AUM
—
Employees
1
Accounts
—
Location
San Francisco, CA

Broadside Wealth Technologies Inc. assets under management

Broadside Wealth Technologies Inc. is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2026. It employs 1 people.
www.broadsidewealth.comView on SEC.gov ↗

Broadside Wealth Technologies Inc. owners & executives

1 reported
NameTitleOwnershipSince
Alexander Cannon Knight ControlCeo/CcoOver 75%2026

Frequently asked questions

How many employees does Broadside Wealth Technologies Inc. have?

Broadside Wealth Technologies Inc. reports 1 employees.

Where is Broadside Wealth Technologies Inc. located?

Broadside Wealth Technologies Inc. is based in San Francisco, CA and has been SEC-registered since 2026.

Does Broadside Wealth Technologies Inc. disclose fund performance?

Broadside Wealth Technologies Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address333 Bush Street, Suite 400, San Francisco, CA 94104
Phone628-218-5315
Office hours8:30a.m.-6:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo