Brighton Wealth Management, Inc.

RIASEC Registered
Total AUM
$132M
Discretionary
$130M
99% of AUM
Avg account
$450K
Accounts
293
Employees
5
Advisory reps
1

Firm details

Headquarters
Cottonwood Heights, Utah
CRD number
148457
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.32%
  • Individuals29.13%
  • Pension & Profit Sharing Plans3.02%
  • Corporations / Businesses0.53%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Brighton Wealth Management, Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm serves both individual and family clients as well as institutional relationships, and lists financial planning and portfolio management for individuals and small businesses as its core advisory activities. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Brighton identifies itself as an active ESG investor, and it does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 43%, Derivatives 3%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities43%
  • Derivatives3%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Eric Stats

    Eric Stats

    PresidentCRD 2161085

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cottonwood Heights, UT

Salt Lake

Location

Cottonwood Heights, UT

Headquartered in Cottonwood Heights, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
6975 S Union Park Ctr
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth