Overview
Assets Under Management: $179 million
High-Net-Worth Clients: 69
Average Client Assets: $2.1 million
Frequently Asked Questions
BRIGHTREE 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 #304721), BRIGHTREE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BRIGHTREE WEALTH MANAGEMENT, LLC serves 69 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, BRIGHTREE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BRIGHTREE WEALTH MANAGEMENT, LLC manages $179 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, BRIGHTREE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.27%
Average Client Assets: $2.1 million
Total Client Accounts: 191
Discretionary Accounts: 191
Regulatory Filings
CRD Number: 304721
Filing ID: 2082095
Last Filing Date: 2026-03-25 20:26:29