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| Keyboard |
| Bright Wealth Management LLC
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|---|---|
| CRD # | 169771 |
| SEC # | 801-130450 |
| CIK # | 0001866936 |
| AUM | 265.0 M (2026-06-17) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 972-410-6623 |
| Address | 4400 State Highway 121 Lewisville, TX 75056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Tue, 21 Jul 2026 | Sponsored: Bright Wealth Management Guides You Through a Volatile Market — 12News |
| Fri, 10 Jul 2026 | Sponsored: Bright Wealth Management is Highlighting Important Documents to File Away — 12News |
| Fri, 12 Jun 2026 | Sponsored: Bright Wealth Management can Light the Way through Market Volatility — 12News |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 38.7 |
| (b) Individuals (high net worth individuals) | 58 | 202.2 |
| (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 | 11.0 |
| (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 | 3 | 13.0 |
| (n) Other | 0 | 0.0 |
| Total | 478 | 265.0 |
| By Discretionary | ||
| Discretionary | 478 | 265.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 478 | 265.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 265.0 | |
| Total | 478 | 265.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cerda Munoz Advisors Inc
✚
|
CA | 265.7 M |
|
Bernzott Capital Advisors
✚
|
CA | 265.4 M |
|
Spraker West Wealth Management Inc
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|
FL | 265.3 M |
|
The DALA Group LLC
✚
|
IL | 265.2 M |
|
Innova Advisors LLC
✚
|
FL | 264.8 M |
|
TRU Independence Asset Management 2 LLC
✚
|
OR | 264.7 M |
|
Evergreen Private Wealth LLC
✚
|
CO | 264.7 M |
|
CW O'Conner Wealth Advisors Inc
✚
|
GA | 264.6 M |
|
BNB Wealth Management LLC
✚
|
MD | 264.6 M |
|
Imperium Wealth Management LLC
✚
|
TX | 264.6 M |