Bright Portfolios, LLC
Bright Portfolios, LLC is an SEC-registered ria in Lee'S Summit, MO with $135.7M assets under management (AUM, regulatory AUM), +67% over one year. See who owns Bright Portfolios, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288605, SEC 801-131622, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $135.7M (2026-03-31)
- Firm type
- Ria
- Location
- Lee'S Summit, MO
- Employees
- 4
- CRD
- 288605
- Ownership
- MALICK, BENJAMIN, J; Stricklin, Stephen; STRICKLIN, STEPHEN; WISE WEALTH, LLC; THREE NINE INVESTMENTS LLC
How much AUM does Bright Portfolios, LLC have?
Bright Portfolios, LLC reported $135.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Bright Portfolios, LLC?
Disclosed owners and executives of Bright Portfolios, LLC include MALICK, BENJAMIN, J, Stricklin, Stephen, STRICKLIN, STEPHEN, WISE WEALTH, LLC, THREE NINE INVESTMENTS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.