Bright Advisors LLC

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Assets, Funds, Holdings

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Bright Advisors LLC
CRD #338693
SEC #801-135016
CIK #0002022456
AUM 128.2 M (2026-04-02)
Employees 2 (50% Investors, 0% Brokers)
Fees
Minimum
Phone253-970-4935
Address4950 S Yosemite St F2 394
Greenwood Village, CO 80111
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
13010478522602010201520212027
Sector Form 13F Holdings Value ($M)
SPDR Gold Trust 23.8
World Currency Gold Trust 7.9
Nvidia Corp 7.7
Stryker Corp 7.7
Apple Inc 5.1
Eaton Corp Ltd 4.1
iShares Comex Gold Trust 1.6
Amazon Com Inc 1.4
 
 
 
Holdings by Sector ($M)
2502001501005002024202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 121 34.6
(b) Individuals (high net worth individuals) 57 93.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 178 128.2
By Discretionary
Discretionary 178 128.2
Non-Discretionary 0 0.0
Total 178 128.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 128.2
Total 178 128.2
EDGAR Form CIK 2011 - 2026
13F-HR [0002022456]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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