Bright Angel Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bright Angel Advisors provides ongoing discretionary portfolio management to individuals, high‑net‑worth individuals, and charitable organizations, creating individualized Investment Policy Statements that document clients’ income, tax considerations, and risk tolerance. The firm manages roughly $224 million across a concentrated group of about 35 client accounts and typically invests in mutual funds, equities, fixed income, and ETFs, including precious‑metal ETFs.
The adviser combines fundamental and technical analysis with a long‑term trading orientation, implements asset allocation and regular monitoring, and conducts monthly reviews of client accounts. Bright Angel Advisors requires clients to custody assets at Schwab Institutional and discloses it may receive research and related services from that custodial relationship.
The principal is a licensed CPA who owns an affiliated accounting practice and may offer tax preparation and accounting services to clients, although clients are not required to use those services. The firm does not participate in wrap fee programs, does not aggregate trades across client accounts, and manages all accounts directly rather than selecting third‑party investment managers.
Client services
Expertise
Fee options
0.50% - 1.00%
Main office
3900 Northwoods Dr., Suite 350
St. Paul MN 55112
Advisors at this office
2
Most active in
Florida · Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Andrew S
CFP®, Series 65
St. Paul, MN
Bright Angel Advisors LLC
Andrew Sweere is a financial advisor at Bright Angel Advisors LLC in St. Paul, MN, holding a Series 65 designation with three years of industry experience. Prior to joining Bright Angel Advisors in 2022, he worked at Deloitte Tax LLP from 2017 to 2021. He is also associated with M J Barrett & Company PLLC, a CPA firm providing accounting and tax services. Bright Angel Advisors LLC offers discretionary portfolio management tailored to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach using fundamental and technical analysis and manages portfolios across mutual funds, equities, fixed income, and ETFs.
Michael B
Series 65
St. Paul, MN
Bright Angel Advisors LLC
Michael Barrett is a financial advisor at Bright Angel Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Heritage Capital Advisors, LLC and Moller & Barrett LLP. Barrett also owns an affiliated accounting practice and may offer tax preparation and accounting services to clients. Bright Angel Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, creating individualized investment policy statements. The firm manages approximately $224 million across about 35 accounts, employing fundamental and technical analysis with a long-term trading approach.
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