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BRIGHT ADVISORS
BRIGHT ADVISORS, LLC
CRD 338693 · SEC 801-135016
4950 S YOSEMITE ST F2 #394, GREENWOOD VILLAGE, CO, 80111, United States
Phone
253-970-4935
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.2M
Discretionary AUM
$128.2M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $34.6M |
| High net worth individuals | 57 | $93.6M |
States served
CO, MA, CT
All web addresses on file
Official SEC filing: View on IAPD