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| Keyboard |
| Brightpath Wealth Planning LLC
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|---|---|
| CRD # | 160563 |
| SEC # | 801-122732 |
| CIK # | |
| AUM | 205.8 M (2026-03-19) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 805-764-0335 |
| Address | 5999 Ridge View Street Camarillo, CA 93012 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 28.2 |
| (b) Individuals (high net worth individuals) | 63 | 173.2 |
| (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 | 5 | 1.0 |
| (h) Charitable organizations | 0 | 3.3 |
| (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 | 492 | 205.8 |
| By Discretionary | ||
| Discretionary | 492 | 205.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 492 | 205.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 203.4 | |
| Total | 492 | 205.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bauman Advisory Group LLC
✚
|
NV | 206.4 M |
|
Alexis Investment Partners LLC
✚
|
206.4 M | |
|
Cooksen Wealth LLC
✚
|
TX | 206.2 M |
|
HFH Planning Inc
✚
|
206.1 M | |
|
Parkview Asset Management Inc
✚
|
IL | 206.1 M |
|
Hardworking Capital Advisors LLC
✚
|
CA | 206.0 M |
|
Bauer Wealth Management Inc
✚
|
CO | 205.9 M |
|
Western Pacific Wealth Management LP
✚
|
IL | 205.5 M |
|
Manhattan Global Asset Management LLC
✚
|
NV | 205.5 M |
|
Rookwood Wealth Management LLC
✚
|
205.4 M |