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BRIGHT FUTURES WEALTH MANAGEMENT, LLC
CRD 284920 · SEC 801-108869
1630 EMPIRE BLVD., SUITE 100, WEBSTER, NY, 14580, United States
Phone
(585) 231-1595
Fax
(585)231-1589
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$294.5M
Discretionary AUM
$293.5M
Team
14 total employees; 14 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 774 | $173.3M |
| High net worth individuals | 105 | $119.7M |
| Pension/profit sharing plans | 2 | $511K |
| Charitable organizations | 2 | $796K |
| Corporations/business entities | 2 | $260K |
States served
VT, CA, CO, GA, IL, IN, ME, MD, MA, MI, NJ, NY, PA, SC, TN, VA, WI, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/in/dylan-shaw-0a485955/
- https://twitter.com/ArabellaWealth
- https://www.linkedin.com/in/heather-brumbaugh-6326b4126/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BRIGHT-FUTURES-WEALTH-MANAGEMENT-LLC/
- https://facebook.com/hayesfinancialgroup/
- http://www.assabetfinancial.com/
- https://www.rocwealthpartners.com/
- https://www.linkedin.com/in/craig-lefeber-b21a2411/
- https://www.perrottowealth.com
- https://twitter.com/PerrottoWealth
- https://www.linkedin.com/in/perrottowealth/
- https://www.linkedin.com/in/melissa-mary-florin-4b9124bb/
- https://www.linkedin.com/in/keith-condemi-5b939471/
- https://inkedIn.com/in/robertchayes/
- https://www.linkedin.com/in/lourdes-dejesus-7041288b/
- HTTP://BRIGHTFTR.COM
- https://www.facebook.com/PerrottoPrivateWealth/
- https://www.linkedin.com/in/kevin-fahy-4b494b190/
- https://www.facebook.com/Rochester-Wealth-Partners-102253865032448
- https://www.linkedin.com/in/davidwtreichler/
- https://www.arabellawealth.com/index.cfm?skipspash=1
- https://www.linkedin.com/in/mark-santelli-b8785813/
- https://www.linkedin.com/in/robert-richard-jr-410b9a2b/
- https://www.linkedin.com/in/patricelancelot/
- https://www.linkedin.com/in/gregory-j-halstead-clu-6274b2201/
Official SEC filing: View on IAPD