Bright Futures Wealth Management, LLC
Bright Futures Wealth Management, LLC is an SEC-registered mass-market adviser in Webster, NY with $294.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Bright Futures Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284920, SEC 801-108869, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $294.5M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Location
- Webster, NY
- Employees
- 14
- Clients
- 885
- CRD
- 284920
- Ownership
- BERMAN, BRUCE, ANDREW; RICHARD, ROBERT, NORMAND; SMITH, JEFFREY, DAVID; IFRACH, SHARON; FINGON, COLLIN, ROBERT
How much AUM does Bright Futures Wealth Management, LLC have?
Bright Futures Wealth Management, LLC reported $294.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Bright Futures Wealth Management, LLC?
Disclosed owners and executives of Bright Futures Wealth Management, LLC include BERMAN, BRUCE, ANDREW, RICHARD, ROBERT, NORMAND, SMITH, JEFFREY, DAVID, IFRACH, SHARON, FINGON, COLLIN, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.