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⚲
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| Bright Lake Wealth Management LLC
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|
|
|---|---|
| CRD # | 323513 |
| SEC # | 801-135764 |
| CIK # | |
| AUM | $103.6 M (2026-04-29) |
| Employees | 17 (24% Investors, 0% Brokers) |
| Phone | 916-749-1881 |
| Address | 2220 Douglas Blvd Roseville, CA 95661 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 340 | 79.2 |
| (b) Individuals (high net worth individuals) | 14 | 24.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 919 | 103.6 |
| By Discretionary | ||
| Discretionary | 881 | 103.0 |
| Non-Discretionary | 38 | 0.7 |
| Total | 919 | 103.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.6 | |
| Total | 919 | 103.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Asset Planning Corporation
✚
|
FL | 0.1 |
|
Wellacre Wealth Management LLC
✚
|
CA | 0.1 |
|
Lifefocus Financial Advisors LLC
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|
WA | 0.1 |
|
AG Financial LLC
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|
UT | 0.1 |
|
Seaside Wealth Advisors LLC
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|
NC | 0.1 |
|
Stage Wealth Management Inc
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|
0.1 | |
|
Naylor & Company Investments LLC
✚
|
0.1 | |
|
Riverstone Asset Management LLC
✚
|
KY | 0.1 |
|
Moralis Technologies LLC
✚
|
PA | 0.1 |
|
Eagle Capital Advisors LLC
✚
|
CT | 0.1 |