|
⚲
|
| Bright Advisors LLC
✚
|
|
|---|---|
| CRD # | 338693 |
| SEC # | 801-135016 |
| CIK # | 0002022456 |
| AUM | $128.2 M (2026-04-02) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 253-970-4935 |
| Address | 4950 S Yosemite St F2 394 Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| 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) |
|---|
| 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] |
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|---|---|---|
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