A complete list of active advisors currently associated with BrightPath Wealth Advisors LLC
Warmer can help you find a great advisor at BrightPath Wealth Advisors LLC or one who fits your needs even better.
The firm provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, and certain business entities, and also delivers educational seminars and workshops for the public. It offers ongoing portfolio monitoring, creates an Investment Policy Statement for each client, and may implement recommendations without prior transaction‑by‑transaction consent. Investment decisions are guided by documented client objectives and fundamental analysis, with risk tolerance and time horizon recorded in each client’s plan; the firm exercises discretionary trading authority and conducts at least monthly account reviews, with additional reviews triggered by significant market or life‑event changes. When appropriate, the firm hires third‑party sub‑advisors to manage portions of client assets and retains responsibility for the overall client relationship. Several features distinguish the firm from many peers: it disclosed a 2021 consent order by a state securities regulator related to a failure to disclose past tax liens, and the firm’s principal maintains a significant affiliated insurance practice that can create conflicts of interest the firm says it mitigates through disclosures and procedures. The firm also receives tiered revenue sharing from a sub‑advisor and runs public educational workshops in addition to its advisory services, a mix of practices less common among similar team advisors.
To learn more about the advisors currently working at BrightPath Wealth Advisors 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 BrightPath Wealth Advisors LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Crofton, MD
| 14
| |
Raleigh, NC
| 22
| |
Raleigh, NC
| 10
| |
Raleigh, NC
| 5
| |
Crofton, MD
| 0
|
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