Brighton Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$127,193,104
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
446
75% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
446
Very HighAverage account size
$285,186
About
Brighton Wealth Management provides investment advisory, signal-provider services, and stand-alone financial planning and consulting to individuals, high-net-worth clients, business entities, trusts, and estates. The firm offers both discretionary and non-discretionary portfolio management and may recommend independent managers and other professionals for implementation.
The firm employs fundamental and technical analysis and implements long-term, short-term, and trading strategies across equities, bonds, mutual funds, ETFs, and allocations to independent managers. Brighton also uses derivatives in client accounts—including long call and put options and diagonal spreads—and may utilize margin for liquidity or planning purposes, with ongoing portfolio monitoring.
Distinctive for a firm of its size, Brighton explicitly discloses the use of options strategies and diagonal spreads in separately managed accounts and the firm’s engagement with structured notes, buffer ETFs, and leveraged or inverse funds—practices that are less common among peers. The firm recently amended its disclosures to highlight Political and AI-related investment risks and notes that some representatives are licensed insurance agents, a potential source of commission-related conflicts addressed in its policies.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Wealth management
Fee options
Financial planning fees generally $500 for simple plans
$0 - $500,000: 1.25% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001+: 0.70%
Commission-based compensation from insurance product sales by licensed agents, separate from advisory fees
Financial planning and consulting services at $150/hour for complex plans
Account minimum: $500,000 Fee-only: Financial planning fees generally $500 for simple plans; $150/hour for complex plans
Main office location
Brighton Wealth Management, Inc.
6975 Union Park Ave., #600
Cottonwood Heights UT 84047, United States
Number of offices
3
Most active in
Brighton Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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