Adviser Profile
| As of Date | 06/13/2024 |
| Registration status | Registration Changed to BRIGHT WEALTH MANAGEMENT, LLC |
| ADV Location | LEWISVILLE, TX, United States |
| Contact Info | (97 xxxxxxx |
| Websites |
| AUM* | 160,000,000 6% |
| of that, discretionary | 160,000,000 6% |
| Number of Employees | 6 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 466,472 13% |
| % High Net Worth | 16.36% 9% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds