Albert Bartolomeo
Broad Reach Wealth Management · Sarasota, Florida
Albert Bartolomeo is a fee-only financial advisor at Broad Reach Wealth Management in Sarasota, Florida, who holds the CFP credential. Broad Reach Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Broad Reach Wealth Management |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $35.2M across 75 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 4512427 |
| Exams passed | Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.broadreachwealth.com |
| Profile |
How Albert's firm compares
- Broad Reach Wealth Management's average account is about $469,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Albert
Is Albert Bartolomeo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Albert holds no broker registration, and Broad Reach Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Albert charge for financial advice?
Albert's firm, Broad Reach Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Albert Bartolomeo based?
Albert Bartolomeo is based in Sarasota, Florida.
What credentials does Albert Bartolomeo hold?
Albert Bartolomeo holds the CFP credential.
Is Albert Bartolomeo registered with the SEC?
Yes. Albert Bartolomeo is registered as an investment adviser representative in FL (CRD 4512427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Broad Reach Wealth Management manage?
Broad Reach Wealth Management reports $35.2M across 75 accounts in assets under management.
How do I contact Albert Bartolomeo?
Through Albert's website, www.broadreachwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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