Bright Futures Wealth Management, LLC
Firm details
- Headquarters
- Webster, New York
- CRD number
- 284920
- Registered since
- January 3, 2017
- Website
- www.brightftr.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.83%
- HNWI40.64%
- Charitable Organizations0.27%
- Pension & Profit Sharing Plans0.17%
- Corporations / Businesses0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bright Futures Wealth Management, LLC is an independent, owner-operated RIA that provides financial planning and discretionary portfolio management for individuals, families and small-business clients while also serving institutional mandates. The firm is SEC-registered (registration recorded in 2017) and positions itself as a capital allocator that can select third-party advisers as part of client solutions. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting work and the selection of other advisers. Fee arrangements include asset-based fees, hourly rates and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Exchange Traded Equities23%
- Investment Grade Corp Bonds16%
- Cash & Cash Equivalents12%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 133Active vs passive
$108M in ETFs
64%
$68.7M
23%
$39.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK CLO ETF (CLOI) | VanEck | Active | Ultrashort Bond | $3.8M | 70,908 | 3.48% |
Location
Webster, NY
Monroe
Location
Webster, NY
Headquartered in Webster, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 1630 Empire Blvd
- Time zone
- ET (UTC-5)
- Office locations
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