Overview
Assets Under Management: $229 million
Headquarters: LEWISVILLE, TX
High-Net-Worth Clients: 50
Average Client Assets: $703,100
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 50 high-net-worth clients according to their SEC filing dated March 28, 2025. 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 $229 million in client assets according to their SEC filing dated March 28, 2025.
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: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.35
Average High-Net-Worth Client Assets: $703,100
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