Bright Wealth Management, LLC
Bright Wealth Management, LLC is an SEC-registered wealth manager in Lewisville, TX with $265.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Bright Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169771, SEC 801-130450, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $265.0M (2026-06-17)
- Firm type
- Wealth Manager
- Location
- Lewisville, TX
- Employees
- 7
- Clients
- 180
- CRD
- 169771
- Ownership
- BRIGHT CAPITAL GROUP, LLC; BRIGHT, JUSTIN, C; BRIGHT INDUSTRIES, LLC; WEALTH ADVISORS TRUST COMPANY; BRIGHT, PARKER, M
How much AUM does Bright Wealth Management, LLC have?
Bright Wealth Management, LLC reported $265.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Bright Wealth Management, LLC?
Disclosed owners and executives of Bright Wealth Management, LLC include BRIGHT CAPITAL GROUP, LLC, BRIGHT, JUSTIN, C, BRIGHT INDUSTRIES, LLC, WEALTH ADVISORS TRUST COMPANY, BRIGHT, PARKER, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.