Brightpath Wealth Advisors LLC

Overview

Brightpath Wealth Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, manager selection and educational seminars. As a self-described capital allocator, Brightpath combines discretionary portfolio management with advisory work and charges fees on a mix of AUM, hourly and fixed-fee arrangements. The firm is state-registered in Florida, Maryland and North Carolina and does not list ESG investing as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices