Bright Wealth Management, LLC

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Total assets under management

$228,985,374

Total clients

158

32% high-net worth

Total advisors

of 6 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$1,449,275

Client services

Portfolio management Selection of other advisers

Fee options

Percentage

$0+: 1.50% annually for equity portfolios $0+: 0.75% annually for fixed income portfolios

Other

Account minimum: $100,000 Fee-only: Negotiable fee of 1.50% of assets under management for equity portfolios; 0.75% for fixed income portfolios; fees negotiated and clearly stated in advisory agreement.

Disclosures

Main office location

Bright Wealth Management, LLC

4400 State Highway 121, Suite 400

Lewisville TX 75056, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (972) 410-6623

Advisors at this firm

Jerred C

Series 63, Series 65

Lewisville, TX

Bright Wealth Management, LLC

Arthur C

Series 65

Lewisville, TX

Bright Wealth Management, LLC

Paul T

Series 63, Series 66

Lewisville, TX

Bright Wealth Management, LLC

Thomas U

CFP®, Series 66

Ashland, VA

Bright Wealth Management, LLC

Mark L

CFA®, Series 66

Lewisville, TX

Bright Wealth Management, LLC

Brooke C

Series 65

Lewisville, TX

Bright Wealth Management, LLC

Christopher C

Series 63, Series 65

Lewisville, TX

Bright Wealth Management, LLC

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