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| Keyboard |
| Brighton Wealth Management Inc
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|---|---|
| CRD # | 148457 |
| SEC # | 801-136664 |
| CIK # | |
| AUM | 131.9 M (2026-06-05) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 801-261-1611 |
| Address | 6975 Union Park Ave Cottonwood Heights, UT 84047 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 38.4 |
| (b) Individuals (high net worth individuals) | 335 | 88.8 |
| (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 | 2 | 4.0 |
| (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 | 3 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 293 | 131.9 |
| By Discretionary | ||
| Discretionary | 277 | 130.3 |
| Non-Discretionary | 16 | 1.6 |
| Total | 293 | 131.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.9 | |
| Total | 293 | 131.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wells Financial Management LLC
✚
|
NC | 132.7 M |
|
Geremia Financial Services LLC
✚
|
NJ | 132.2 M |
|
Middle Street Capital LLC
✚
|
NH | 132.1 M |
|
Tublin - Difusco Advisors Inc
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|
131.9 M | |
|
Laminar Wealth LLC
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|
MO | 131.8 M |
|
Nest Investments LLC
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|
PA | 131.7 M |
|
Benchmark Financial LLC
✚
|
DE | 131.6 M |
|
WARM Springs Advisors Inc
✚
|
CA | 131.3 M |
|
Middleton & Company
✚
|
WA | 131.3 M |
|
Stawnychy Financial Services Inc
✚
|
NJ | 131.2 M |