Brightplan LLC
Brightplan LLC is an SEC-registered wealth manager in San Jose, CA with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Brightplan LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283790, SEC 801-108227, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-06-17)
- Firm type
- Wealth Manager
- Location
- San Jose, CA
- Employees
- 53
- Clients
- 237
- CRD
- 283790
- Ownership
- DE BEER, MARTHIN, FREDERICK; SCHLEIFER, JUSTIN, HAYES; PRUMENTUM GROUP INC.; AWAKEN PARTNERS, LLC; Kisch, Michael, Christopher
How much AUM does Brightplan LLC have?
Brightplan LLC reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Brightplan LLC?
Disclosed owners and executives of Brightplan LLC include DE BEER, MARTHIN, FREDERICK, SCHLEIFER, JUSTIN, HAYES, PRUMENTUM GROUP INC., AWAKEN PARTNERS, LLC, Kisch, Michael, Christopher. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.