BRIGHT ROAD WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2020

Total AUM

$443M

Discretionary

$432M

97% of AUM

Avg account

$203K

Accounts

2,182

Employees

Advisory reps

Firm details

Headquarters: ANCHORAGE, Alaska
CRD number: 164408
Registered since: January 16, 2020
Website: brightroadwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.77%
Individuals36.52%
Charitable Organizations3.09%
Pension & Profit Sharing Plans2.61%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bright Road Wealth Management, LLC is an independent registered investment adviser formed in 2020 that serves individual, family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and runs educational seminars and workshops. Its advisory model leans on pooled public funds as the primary building blocks for client portfolios rather than large proprietary strategies; the firm does not position itself as a capital allocator and instead selects third‑party managers and funds to construct client allocations. Bright Road is not an ESG‑focused manager and uses a fee schedule that includes percentage of AUM, hourly charges and fixed fees. In 2024 the firm was recognized by Citywire in its "50 Growers Across America" coverage.