BRIGHT WEALTH ADVISORS, LLC

RIASEC Registered

Total AUM

$21.9M

Discretionary

$21.5M

98% of AUM

Avg account

$162K

Accounts

135

Employees

Advisory reps

Firm details

Headquarters: MISSION VIEJO, California
CRD number: 299434
Website: brightwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., APEX CLEARING CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals88.63%
HNWI11.37%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bright Wealth Advisors, LLC operates as an independent, individual-owned RIA organized as an LLC that serves individual and family clients. The firm performs comprehensive financial planning and portfolio management for individuals and small businesses, offers selection of outside advisers and educational workshops, and also operates as an insurance broker. Bright Wealth describes itself as a capital allocator and charges clients through a mix of percentage-of-AUM fees, hourly billing, fixed fees and other arrangements. The adviser is not positioned as an ESG investor and does not report multi-state registration activity.