Bright Wealth Management, LLC (hereinafter “BWM”) is a registered investment advisor based in Lewisville, Texas. We are a limited liability company, organized under the laws of the State of Delaware. We have been providing investment advisory services since 2014. Bright Capital Group, LLC is the sole owner of BWM. Bright Capital Group, LLC is wholly owned by Bright Industries, LLC, which is owned by two family trusts established by Christopher Roberts Bright and Clay Van Ness Bright. You may see the term Associated Person throughout this Brochure. As used in this Brochure, this term refers to anyone from our firm who is an officer, employee, and all individuals providing investment advice on behalf of our firm. Where required, such persons are properly registered as investment adviser representatives. Our firm offers continuous discretionary and, in limited cases, non-discretionary portfolio management services. Discretionary portfolio management means we will make investment decisions and place buy or sell orders in your account without contacting you. These decisions are made based on your stated investment objectives. You may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Non- discretionary portfolio management service means that we must obtain your approval before making any transactions in your account. Our investment advice is tailored to meet your needs and investment objectives. If you decide to hire our firm to manage your portfolio, we will meet with you to gather your financial information, determine your goals, and decide how much risk you should take in your investments. The information we gather will help us implement an asset allocation strategy that will be specific to your goals, whether we are actively investing for you or simply providing you with advice. BWM uses equity securities, exchange traded funds, mutual funds, U.S. government securities, Securities Issued by Pooled Investment Vehicles, and options strategies in its portfolio management programs. As part of its overall portfolio management services, BWM may also recommend that clients invest in BE-FS Fund, I, LLC, a private placement offering managed by Bright Equities, LLC, an exempt reporting adviser affiliated with BWM through common control and ownership. Investments in this offering are offered and sold only to an eligible investor who is both an “accredited investor” within the meaning of Rule 501(a) of Regulation D promulgated under the Securities Act of 1933, as amended and is also a “qualified purchaser” under Section 3(c)(7) of the Investment Company Act of 1940, as amended. BWM may also recommend that clients invest in Bright Capital Advisors-ATX Venture, LLC, an affiliated private placement offering. Investments in this offering are offered and sold only to “accredited

investors” as that term is defined in Rule 501(a) of Regulation D promulgated under the Securities Act. Further disclosures about these offerings, and the conflicts of interest associated with these investments are provided in Item 10 below. However, we construct your investment portfolio, we will monitor your portfolio’s performance on a continuous basis, and rebalance the portfolio whenever necessary, as changes occur in market conditions, your financial circumstances, or both. Selection or Recommendation of Other Advisers As part of our investment advisory services, we may engage or recommend that you engage the services of, or specific programs offered through an unaffiliated third-party investment adviser to manage your entire, or a portion of your, investment portfolio. After gathering information about your financial situation and objectives, we will select or recommend that you engage a specific investment adviser or investment program. Factors that we take into consideration when making our selection(s)/recommendation(s) include, but are not limited to, the following: the investment adviser's performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. We will periodically monitor the investment adviser(s)' performance to ensure that the management and investment style remains aligned with your investment goals and objectives. The investment adviser(s) will actively manage your portfolio and will assume discretionary investment authority over your account, or we will assume discretionary authority to hire and fire investment adviser(s) and/or reallocate your assets to other investment adviser(s)/programs where we deem such action to be appropriate. Neither our firm nor persons associated with our firm serve as an officer, director, or employee of any investment adviser. In some cases, you will be required to sign an agreement directly with the recommended investment adviser(s). You may terminate your advisory relationship with the investment adviser according to the terms of your agreement with the investment adviser. You should review each investment adviser's brochure for specific information on how you may terminate your advisory relationship with the investment adviser and how you may receive a refund, if applicable. You should contact the investment adviser directly for questions regarding your advisory agreement with the investment adviser. Wrap Fee Programs Generally, a wrap fee program combines portfolio management, advisory services, and trade execution for a single fee. BWM does not manage or sponsor any wrap fee programs. Assets Under Management As of April 30, 2024, we managed approximately $160,000,000 in client assets on a discretionary basis and $0 in assets on a non-discretionary basis.