Brightpath Wealth Planning, LLC
Brightpath Wealth Planning, LLC is an SEC-registered wealth manager in Camarillo, CA with $205.8M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Brightpath Wealth Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160563, SEC 801-122732, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $205.8M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Camarillo, CA
- Employees
- 5
- Clients
- 132
- CRD
- 160563
- Ownership
- KOZAK, PETER, PAUL
How much AUM does Brightpath Wealth Planning, LLC have?
Brightpath Wealth Planning, LLC reported $205.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Brightpath Wealth Planning, LLC?
Disclosed owners and executives of Brightpath Wealth Planning, LLC include KOZAK, PETER, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.