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BRIGHT WEALTH ADVISORS, LLC
CRD 299434
27201 PUERTA REAL SUITE 300, MISSION VIEJO, CA, 92691, United States
Phone
(949) 272-8654
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.9M
Discretionary AUM
$21.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $19.4M |
| High net worth individuals | 2 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD