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| Keyboard |
| Bright Road Wealth Management LLC
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|---|---|
| CRD # | 164408 |
| SEC # | 801-117890 |
| CIK # | |
| AUM | 443.3 M (2026-03-05) |
| Employees | 13 (77% Investors, 0% Brokers) |
| Phone | 907-339-1555 |
| Address | 405 W 36th Avenue Anchorage, AK 99503 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 510 | 161.9 |
| (b) Individuals (high net worth individuals) | 104 | 256.1 |
| (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 | 8 | 11.6 |
| (h) Charitable organizations | 0 | 13.7 |
| (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 | 2,182 | 443.3 |
| By Discretionary | ||
| Discretionary | 2,174 | 431.7 |
| Non-Discretionary | 8 | 11.6 |
| Total | 2,182 | 443.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.3 | |
| Total | 2,182 | 443.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 18 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MI | 450.4 M |
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Nikulski Financial Inc
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|
MainStreet RIA LLC
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Arcadia Wealth Management LLC
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|
Landmark Wealth Management LLC
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|
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NY | 441.2 M |
|
Primesolutions Advisors LLC
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PA | 440.1 M |
|
Dickmeyer Boyce Financial Management Inc
✚
|
IN | 438.5 M |
|
Muhlenkamp & Co Inc
✚
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PA | 435.8 M |