Bright Financial Advisors, Inc.
Bright Financial Advisors, Inc. is an SEC-registered wealth manager in Portage, MI with $725.5M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Bright Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107931, SEC 801-57192, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $725.5M (2026-01-23)
- Firm type
- Wealth Manager
- Location
- Portage, MI
- Employees
- 12
- Clients
- 665
- CRD
- 107931
- Ownership
- BRIGHT, JEFFREY, JAMES; PRICE, ANDREW, MICHAEL; WELC, BROOKES, LAUREN
How much AUM does Bright Financial Advisors, Inc. have?
Bright Financial Advisors, Inc. reported $725.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns Bright Financial Advisors, Inc.?
Disclosed owners and executives of Bright Financial Advisors, Inc. include BRIGHT, JEFFREY, JAMES, PRICE, ANDREW, MICHAEL, WELC, BROOKES, LAUREN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.