A complete list of active advisors currently associated with Brightree Wealth Management, LLC
Warmer can help you find a great advisor at Brightree Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Brightree 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.
Name |
Location |
Years of experience |
|---|---|---|
Las Vegas, NV
| 1
| |
Las Vegas, NV
| 9
|
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