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| Brightworth LLC
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|---|---|
| CRD # | 109569 |
| SEC # | 801-57003 |
| CIK # | 0001656666 |
| AUM | $5.4 BB (2023-03-01) |
| Employees | 79 (37% Investors, 0% Brokers) |
| Phone | 404-760-9000 |
| Address | 3344 Peachtree Road, NE Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 692 | 0.6 |
| (b) Individuals (high net worth individuals) | 1,051 | 3.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 507 | 1.0 |
| (h) Charitable organizations | 5 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 47 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 7,498 | 5.4 |
| By Discretionary | ||
| Discretionary | 7,498 | 5.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,498 | 5.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.4 | |
| Total | 7,498 | 5.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001656666] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Advisors Capital Management LLC
✚
|
NJ | 5.6 |
|
Merit Financial Group LLC
✚
|
GA | 5.5 |
|
Northwest Capital Management Inc
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|
OR | 5.5 |
|
Richmond Capital Management Inc
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|
VA | 5.4 |
|
GYL Financial Synergies LLC
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|
CT | 5.3 |
|
Choate Investment Advisors LLC
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|
MA | 5.3 |
|
Richard Bernstein Advisors LLC
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|
NY | 5.2 |
|
Great Valley Advisor Group Inc
✚
|
DE | 5.1 |
|
Intellicents Investment Solutions Inc
✚
|
MN | 5.1 |
|
Thrivent Advisor Network LLC
✚
|
MN | 5.1 |