A complete list of active advisors currently associated with Bright Wealth Management, LLC

Warmer can help you find a great advisor at Bright Wealth Management, LLC or one who fits your needs even better.

Bright Wealth Management, LLC advises individuals (including high-net-worth clients), trusts, estates, charitable organizations, and business entities, managing approximately $265 million on a discretionary basis for about 175 clients. The firm provides ongoing portfolio management using equities, exchange-traded funds, mutual funds, options, and structured products, and may recommend allocations to private placement offerings. Bright Wealth tailors advice through a client intake process to identify goals, risk tolerance, and an asset allocation, monitors accounts continuously, and rebalances quarterly; it also states it uses a financial planning process to adjust allocations across economic cycles. The firm may engage or recommend third-party managers and model portfolios and uses an institutional custodian relationship to execute and settle trades. Noteworthy among peers, Bright Wealth is affiliated with other investment entities and sponsors: Bright Equities and Bright Capital Advisors are involved with private placements and fund management that the firm may recommend to eligible accredited or qualified investors, and Bright Realty operates as a full-service real estate company focused on development, funding, and property management. These affiliations and the potential for related-party recommendations are disclosed in the brochure and cited as conflicts the firm monitors when making investment recommendations.

To learn more about the advisors currently working at Bright Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.