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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bright Road Wealth Management LLC
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|---|---|
| CRD # | 164408 |
| SEC # | 801-117890 |
| CIK # | |
| AUM | $349.5 M (2025-07-16) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 907-339-1555 |
| Address | 405 W 36th Avenue Anchorage, AK 99503 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 445 | 116.7 |
| (b) Individuals (high net worth individuals) | 100 | 203.8 |
| (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 | 20 | 15.3 |
| (h) Charitable organizations | 3 | 13.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,919 | 349.5 |
| By Discretionary | ||
| Discretionary | 1,899 | 334.2 |
| Non-Discretionary | 20 | 15.3 |
| Total | 1,919 | 349.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 349.5 | |
| Total | 1,919 | 349.5 |
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|---|---|---|
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KY | 0.4 |
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|
Kinetic Investment Management Inc
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|
Shearwater Capital LLC
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CO | 0.3 |
|
Arbor Capital Management Inc
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AK | 0.3 |
|
Familywealth Advisers LLC
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|
FL | 0.3 |
|
Copper Financial Network LLC
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|
KS | 0.3 |