BRIGHTSIDE WEALTH PLANNING, LLC

Overview

Brightside Wealth Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and bills using both a percentage-of-AUM model and fixed fees. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of outside advisers. Brightside describes itself as a capital allocator but does not identify itself as an active ESG investor or as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices