Overview
Assets Under Management: $229 million
Headquarters: LEWISVILLE, TX
High-Net-Worth Clients: 5
Average Client Assets: $32 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.17
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 399
Discretionary Accounts: 399
Regulatory Filings
CRD Number: 169771
Filing ID: 1959284
Last Filing Date: 2025-03-28 12:21:00
Website: https://brightwealthmanagement.com