Overview
Assets Under Management: $265 million
Headquarters: LEWISVILLE, TX
High-Net-Worth Clients: 58
Average Client Assets: $3.5 million
Frequently Asked Questions
BRIGHT WEALTH MANAGEMENT, 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 #169771), BRIGHT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BRIGHT WEALTH MANAGEMENT, LLC is headquartered in LEWISVILLE, TX.
BRIGHT WEALTH MANAGEMENT, LLC serves 58 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, BRIGHT WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BRIGHT WEALTH MANAGEMENT, LLC manages $265 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, BRIGHT WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.33%
Average Client Assets: $3.5 million
Total Client Accounts: 478
Discretionary Accounts: 478
Regulatory Filings
CRD Number: 169771
Filing ID: 2051956
Last Filing Date: 2026-02-10 16:58:47