A complete list of active advisors currently associated with Bright Wealth Management, LLC
Warmer can help you find a great advisor at Bright Wealth Management, LLC or one who fits your needs even better.
Bright Wealth Management, LLC is a fee‑only registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management for householded accounts, generally using percentage‑of‑AUM billing and requiring a minimum account size to begin an advisory relationship; it manages approximately $265 million for roughly 175 clients through a team of seven advisors. The firm builds tailored asset‑allocation models and provides continuous supervision of portfolios, rebalancing as market conditions or client circumstances change and relying on a mix of equity securities, ETFs, mutual funds, government securities, pooled vehicles, options strategies, and structured products. BWM uses a financial planning process to inform its investment recommendations and employs both proprietary and advisor‑customized model portfolios, but it does not offer comprehensive standalone financial planning as a separate service. Bright Wealth’s structure is notable for several uncommon affiliations and activities: it is affiliated with Bright Equities (an exempt reporting adviser) and with Bright Capital Advisors, sponsors and syndicates private placement funds (e.g., BE‑FS Fund I, BE‑PC Fund I, Bright Capital Advisors‑ATX Venture) and discloses the related conflicts when recommending those offerings. The firm is also affiliated with a full‑service real estate company that engages in development, funding, property management, and equity/lender partnerships, and it discloses conflicts of interest and monitoring practices when recommending affiliated investments.
To learn more about the advisors currently working at Bright Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Bright Wealth Management, LLC's office locations.
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