Brightwater Advisory, LLC
Brightwater Advisory, LLC is an SEC-registered wealth manager in Tampa, FL with $303.8M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Brightwater Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169806, SEC 801-110500, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $303.8M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Tampa, FL
- Employees
- 5
- Clients
- 285
- CRD
- 169806
- Ownership
- MADDUX, KATHLEEN, N.; MADDUX, DAVID, CARLEN; GAREY, ROBERT, BRUCE; MADDUX, KATHLEEN, NELSON
How much AUM does Brightwater Advisory, LLC have?
Brightwater Advisory, LLC reported $303.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Brightwater Advisory, LLC?
Disclosed owners and executives of Brightwater Advisory, LLC include MADDUX, KATHLEEN, N., MADDUX, DAVID, CARLEN, GAREY, ROBERT, BRUCE, MADDUX, KATHLEEN, NELSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.