Bright Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bright Wealth Advisors is a small, independent advisory firm serving individuals and high‑net‑worth clients, reporting roughly $21.9 million in assets under management across about 50 client relationships. The firm offers discretionary and non‑discretionary portfolio management alongside financial planning and consulting, and may direct clients to third‑party advisers or custodial platforms for account implementation.
The firm generally charges asset‑based fees and builds client portfolios around stated goals, time horizons and risk tolerances, using fundamental analysis and a mix of long‑term and trading strategies. It implements accounts through custodial platforms that include a fully digital onboarding process and a model marketplace, and may subscribe client accounts to third‑party model portfolios while retaining responsibility for suitability and oversight.
A distinctive feature is the adviser’s ongoing insurance practice: the firm’s principal is licensed as an insurance agent, spends a portion of time on insurance activities, and may receive customary commissions, a relationship the firm discloses and says it manages as a potential conflict of interest. The firm also offers no‑fee public seminars and workshops on investment topics, an educational outreach that is less common among independent solo advisory firms.
Client services
Expertise
Fee options
Financial planning flat fee between $1,500 and $6,000
$0 - $100,000: 1.30% $100,001 - $250,000: 1.20% $250,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,500,000: 0.80% $3,500,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.40% $25,000,001 - $50,000,000: 0.30% $50,000,001+: 0.20%
$400 per hour
Main office
27201 Puerta Real Suite 300
Mission Viejo CA 92691
Advisors at this office
1
Most active in
California
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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