Bright Wealth Management, LLC

Overview

Bright Wealth Management, LLC is an SEC-registered investment adviser organized as an LLC that positions itself as a capital allocator for both individual/family and institutional clients. The firm offers discretionary portfolio management for individuals, small businesses and institutions, and it also provides selection-of-other-advisers services. Compensation is primarily fee-based as a percentage of assets under management, with some other fee arrangements possible. Bright Wealth Management does not identify as an active ESG investor and is not classified as a pension consultant or related adviser. The firm reports roles beyond traditional advisory work: it lists affiliations that include acting as a sponsor or general partner for pooled investment vehicles and sponsoring limited partnerships, as well as connections to insurance and real estate broker activities. Those affiliations suggest the firm can both allocate to outside managers and originate or manage private pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices