Overview
Assets Under Management: $136 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 45
Average Client Assets: $1.8 million
Frequently Asked Questions
BRIDGELIGHT CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154920), BRIDGELIGHT CAPITAL LLC is subject to fiduciary duty under federal law.
BRIDGELIGHT CAPITAL LLC is headquartered in SCOTTSDALE, AZ.
BRIDGELIGHT CAPITAL LLC serves 45 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, BRIDGELIGHT CAPITAL LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BRIDGELIGHT CAPITAL LLC manages $136 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, BRIDGELIGHT CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.00%
Average Client Assets: $1.8 million
Total Client Accounts: 396
Discretionary Accounts: 396
Regulatory Filings
CRD Number: 154920
Filing ID: 2087903
Last Filing Date: 2026-03-31 13:44:29