Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 12/13/2024
Other registrations (4)
Former registrations

BRIGHT PORTFOLIOS, LLC

ADV Location LEE'S SUMMIT, MO, United States
Contact Info 877 xxxxxxx
Websites
AUM* 135,700,708 67%
of that, discretionary 135,700,708 67%
Number of Employees 4
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 135,700,708 67%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

136M 116M 97M 78M 58M 39M 19M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees