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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Brightpath Wealth Planning LLC
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|---|---|
| CRD # | 160563 |
| SEC # | 801-122732 |
| CIK # | |
| AUM | $186.7 M (2025-03-13) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 805-764-0335 |
| Address | 5999 Ridge View Street Camarillo, CA 93012 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 17.2 |
| (b) Individuals (high net worth individuals) | 64 | 166.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.7 |
| (h) Charitable organizations | 0 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 461 | 186.7 |
| By Discretionary | ||
| Discretionary | 453 | 180.6 |
| Non-Discretionary | 8 | 6.1 |
| Total | 461 | 186.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 184.9 | |
| Total | 461 | 186.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CH Douglas & Gray LLC
✚
|
IN | 0.2 |
|
MJR Financial LLC
✚
|
TX | 0.2 |
|
Herbert J SIMS Capital Management Inc
✚
|
CT | 0.2 |
|
Connected Wealth Solutions LLC
✚
|
OR | 0.2 |
|
XO Capital LLC
✚
|
0.2 | |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 0.2 |
|
Pursuit Wealth Managment LLC
✚
|
FL | 0.2 |
|
January Capital Advisors LLC
✚
|
CA | 0.2 |
|
Bersot Capital Management LLC
✚
|
CA | 0.2 |
|
Bankplus Wealth Management LLC
✚
|
MS | 0.2 |