Brightree Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 304721
- Registered since
- April 18, 2025
- Website
- www.brightfg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.27%
- Individuals18.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Brightree Wealth Management, LLC is an independent, owner-operated registered investment adviser that reports acting as a capital allocator for individual and family clients. The firm registered with the SEC in 2025 and combines portfolio management and financial planning with insurance brokerage capabilities. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of other advisers. Brightree charges fees by percentage of AUM and also uses hourly and fixed-fee arrangements. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2
Harold Green
Founder and PresidentCRD 6712300
Hadrick Green
Financial AnalystCRD 8049347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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