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| Brighttree Wealth Management LLC
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|
|
|---|---|
| CRD # | 304721 |
| SEC # | 801-132470 |
| CIK # | |
| AUM | $179.0 M (2026-06-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 808-521-4401 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 33.5 |
| (b) Individuals (high net worth individuals) | 69 | 145.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 191 | 179.0 |
| By Discretionary | ||
| Discretionary | 191 | 179.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 191 | 179.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.0 | |
| Total | 191 | 179.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beers Kight Financial Advisors LLC
✚
|
SC | 0.2 |
|
Waystone Advisors LLC
✚
|
0.2 | |
|
Investment Advisory Services Group LLC
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|
FL | 0.2 |
|
Dowling Financial Services Inc
✚
|
CT | 0.2 |
|
Parvin Asset Management LLC
✚
|
SD | 0.2 |
|
Mirretti Perryman Wealth Strategies LLC
✚
|
IL | 0.2 |
|
True Square Financial LLC
✚
|
GA | 0.2 |
|
Clearview Wealth Management LLC
✚
|
CA | 0.2 |
|
AJF Capital Management Inc
✚
|
NY | 0.2 |
|
Core Financial Advisors LLC
✚
|
CA | 0.2 |