Brightree Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BrightTree Wealth Management serves individual and high-net-worth clients as well as pension and other institutional clients, providing discretionary investment management, retirement planning, pension consulting, participant 401(k) management where authorized, and written financial planning. The firm requires a completed client-profile record and signed suitability agreements (including specific forms for options and for stock/ETF clients) before implementing advice.
BrightTree documents ongoing monitoring and an annual account review for every investment management client and uses portfolio-analysis tools such as Morningstar Portfolio X-Ray and a “Rapid Retire” flooring-and-bucket approach to align cash flow, reserves and income generation. Investment programs may include equities, bonds, mutual funds, ETFs, REITs and options-based strategies (covered calls, purchased calls and long-dated LEAPS), with margin borrowing available only for separately authorized eligible taxable accounts and subject to custodian approval.
Distinctive aspects include a small advisory team managing substantial assets alongside a principal’s separate insurance and annuity practice, which generates commissions on products sold to advisory clients and is disclosed and reviewed for conflicts. The firm also disclosed a 2024 administrative consent order addressing improper access to client financial accounts and documents specific operational practices—for example, using net account value after deducting margin debits when calculating advisory fees.
Client services
Expertise
Fee options
401(k) management: $2,000 annually without options, $3,500 with options; Financial planning: $3,500 initial and annual retainer after year one
$0 - $100,000: 2.41% $100,000 - $250,000: 2.31% $250,000 - $500,000: 2.21% $500,000 - $750,000: 2.11% $750,000 - $1,000,000: 2.01% $1,000,000 - $2,000,000: 1.95% $2,000,000 - $3,000,000: 1.85% $3,000,000+: 1.10%
Insurance commissions received on separate insurance and annuity products through Fresh Start Financial; not advisory fees
Hourly financial planning at $525 per hour
Account minimum: $1,000,000 Fee-only: Financial planning: $3,500 initially, $672 annually after year one ($168 quarterly); hourly planning $525/hour
Main office
Las Vegas NV
Advisors at this office
2
Most active in
Hawaii · Nevada
Also doing business as
Brightree Wealth Management, LLC · Brighttree Financial · Brighttree Financial Group · Brighttree Financial Group, LLC · Brighttree Wealth Management · Brighttree Wealth Management, LLC · Fresh Start Financial, LLC
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.
Advisors at this firm
Hadrick G
Series 65
Las Vegas, NV
Brightree Wealth Management, LLC
Hadrick Green is a financial advisor at Brightree Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Massachusetts General Hospital and the University of Massachusetts Lowell. Brightree Wealth Management serves individual, high-net-worth, pension, and institutional clients by providing discretionary investment management, retirement planning, pension consulting, and written financial planning. The firm employs portfolio-analysis tools and a cash flow alignment approach to manage investments across various asset classes including equities, bonds, mutual funds, ETFs, and options-based strategies.
Harold G
Series 63, Series 65
Las Vegas, NV
Brightree Wealth Management, LLC
Harold Green is a financial advisor at Brightree Wealth Management, LLC with 9 years of industry experience. He holds Series 63 and Series 65 designations and previously founded Fresh Start Financial, LLC, which provides college funding services. Harold has worked at Brightree Wealth Management since 2019 and has prior experience at Guardian Pointe Private Wealth Management and Fresh Start Financial. Brightree Wealth Management serves individual and high-net-worth clients as well as pension and institutional clients, offering discretionary investment management, retirement planning, pension consulting, and written financial planning. The firm employs portfolio-analysis tools and a cash flow alignment approach, with investment programs that include equities, bonds, mutual funds, ETFs, REITs, and options-based strategies.
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