Adviser Profile
| As of Date | 04/08/2026 |
| Registration status | Registration Changed to BRIGHT LAKE WEALTH MANAGEMENT, LLC |
| ADV Location | REDDING, CA, United States |
| Contact Info | (53 xxxxxxx |
| Websites |
| AUM* | 103,644,423 80% |
| of that, discretionary | 102,951,085 79% |
| Number of Employees | 17 89% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 112,780 -4% |
| % High Net Worth | 3.95% 29% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- 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
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds