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| Bright Futures Wealth Management LLC
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|---|---|
| CRD # | 284920 |
| SEC # | 801-108869 |
| CIK # | 0001803980 |
| AUM | 294.5 M (2026-04-22) |
| Employees | 14 (100% Investors, 100% Brokers) |
| Phone | 585-231-1595 |
| Address | 1630 Empire Blvd Webster, NY 14580 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.4 | ||
| Broadcom Inc | 2.5 | ||
| Amazon Com Inc | 2.1 | ||
| Nvidia Corp | 2.1 | ||
| Wal Mart Stores Inc | 1.8 | ||
| Duke Energy Corp | 1.6 | ||
| Merck & Co Inc | 1.5 | ||
| General Dynamics Corp | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 774 | 173.3 |
| (b) Individuals (high net worth individuals) | 105 | 119.7 |
| (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 | 2 | 0.5 |
| (h) Charitable organizations | 2 | 0.8 |
| (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 | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,401 | 294.5 |
| By Discretionary | ||
| Discretionary | 1,400 | 293.5 |
| Non-Discretionary | 1 | 1.0 |
| Total | 1,401 | 294.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 294.5 | |
| Total | 1,401 | 294.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803980] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 15 |
| Serves | Institutional, Retail |
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|---|---|---|
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