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| Happy Holidays!! thanks for using AUM13F!! |
| Bright Wealth Management LLC
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| CRD # | 169771 |
| SEC # | 801-130450 |
| CIK # | 0001866936 |
| AUM | $229.0 M (2025-03-28) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 972-410-6623 |
| Address | 4400 State Highway 121 Lewisville, TX 75056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 158.4 |
| (b) Individuals (high net worth individuals) | 50 | 35.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 10.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 25.4 |
| (n) Other | 0 | 0.0 |
| Total | 399 | 229.0 |
| By Discretionary | ||
| Discretionary | 399 | 229.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 399 | 229.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 228.7 | |
| Total | 399 | 229.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pinnacle West Asset Management Inc
✚
|
WY | 0.2 |
|
Hurley Capital LLC
✚
|
NY | 0.2 |
|
Westpark Wealth Advisors Inc
✚
|
TX | 0.2 |
|
Antoine Williams & Associates Wealth Management LLC
✚
|
VT | 0.2 |
|
AFG Fiduciary Services Limited Partnership
✚
|
MA | 0.2 |
|
Texas Family Wealth LLC
✚
|
TX | 0.2 |
|
Omnistar Financial Group Inc
✚
|
NC | 0.2 |
|
Your Private Client Group Inc
✚
|
0.2 | |
|
Burkholder & Associates LLC
✚
|
MD | 0.2 |
|
Decatur Capital Management Inc
✚
|
GA | 0.2 |