Bright Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,922,337
Total clients
52
4% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
52
Average account size
$421,583
About
Bright Wealth Advisors provides investment management and financial planning services primarily to individual and high‑net‑worth clients, managing about $21.9 million across roughly 52 client accounts with most assets managed on a discretionary basis. The firm offers ongoing portfolio management, standalone financial plans, and may refer clients to third‑party advisers when appropriate.
The firm’s investment work is personalized around clients’ goals, time horizons, and risk tolerance, using fundamental analysis and strategies that include long‑term holdings, periodic trading, rebalancing, and tax‑loss harvesting as part of regular account reviews. Bright Wealth Advisors offers both discretionary and non‑discretionary services and uses custodial platforms and model portfolios (including participation in a model marketplace) to implement advisory decisions.
Distinctive features include the firm principal’s continuing activity as a licensed insurance agent (conducting about 20% of professional time and receiving customary insurance commissions), and a practice of holding free educational seminars and workshops for the public. The firm also subscribes to third‑party model portfolios through its custodian relationships and discloses and documents potential conflicts from insurance referrals while noting clients are not required to purchase insurance products from the firm.
Client services
Expertise
Fee options
Fixed fees between $1,500 and $6,000 for financial planning
$0 - $100,000: 1.30% $100,001 - $250,000: 1.20% $250,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,500,000: 0.80% $3,500,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.40% $25,000,001 - $50,00,000: 0.30% $50,000,001+: 0.20%
$300 per hour for financial planning services
Fee-only: Hourly fee of $300 per hour; Fixed fees between $1,500 and $6,000 for financial planning
Main office location
Bright Wealth Advisors, LLC
27201 Puerta Real Suite 300
Mission Viejo CA 92691, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")