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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bright Futures Wealth Management LLC
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| CRD # | 284920 |
| SEC # | 801-108869 |
| CIK # | 0001803980 |
| AUM | $254.4 M (2025-05-29) |
| Employees | 17 (100% Investors, 100% Brokers) |
| Phone | 585-231-1595 |
| Address | 1630 Empire Blvd Webster, NY 14580 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Capital Trust Inc | 2.7 | |
| Amazon Com Inc | 2.1 | |
| Apple Inc | 2.0 | |
| Alphabet Inc | 1.6 | |
| M&T Bank Corp | 1.6 | |
| Broadcom Inc | 1.4 | |
| Metropcs Communications Inc | 1.4 | |
| Wal Mart Stores Inc | 1.3 | |
| K12 Inc | 1.2 | |
| Nvidia Corp | 1.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 767 | 151.3 |
| (b) Individuals (high net worth individuals) | 106 | 101.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.4 |
| (h) Charitable organizations | 2 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,404 | 254.4 |
| By Discretionary | ||
| Discretionary | 1,403 | 253.5 |
| Non-Discretionary | 1 | 0.9 |
| Total | 1,404 | 254.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.4 | |
| Total | 1,404 | 254.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803980] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cauble & Harre Wealth Management Inc
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|
MO | 0.3 |
|
Summit Investment Advisors Inc
✚
|
MD | 0.3 |
|
American Capital Advisory LLC
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|
ID | 0.3 |
|
Fox Financial Inc
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|
PA | 0.3 |
|
Mendota Financial Group LLC
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|
WI | 0.3 |
|
Palatine Hill LLC
✚
|
MI | 0.3 |
|
Hawke Financial Group LLC
✚
|
ID | 0.3 |
|
Continuum Wealth Advisors LLC
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|
NY | 0.3 |
|
Hilton Head Capital Partners LLC
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|
SC | 0.3 |
|
Chiron Capital Management LLC
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|
FL | 0.3 |