BRIGHT WEALTH MANAGEMENT, LLC

Overview

Bright Wealth Management, LLC is an SEC-registered limited liability company that positions itself as a capital allocator for both individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and provides portfolio management for individuals, small businesses, and institutions, as well as manager selection services. Bright Wealth Management does not identify as an active ESG investor and reports operating under a single-state registration profile. On the business side, the firm reports relationships and activities that extend into insurance, real estate brokerage, and sponsorship roles for pooled vehicles, indicating it can act as a sponsor, general partner, or managing member for investment vehicles it organizes. It also lists affiliation types consistent with acting as an independent investment adviser that can delegate or select third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices