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BRIGHTPATH WEALTH PLANNING, LLC
CRD 160563 · SEC 801-122732
5999 RIDGE VIEW STREET, SUITE B, CAMARILLO, CA, 93012, United States
Phone
805-764-0335
Fax
805-272-9737
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$205.8M
Discretionary AUM
$205.8M
Team
5 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $28.2M |
| High net worth individuals | 63 | $173.2M |
| Pension/profit sharing plans | 5 | $1.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD