Brightree Wealth Management, LLC
Brightree Wealth Management, LLC is an SEC-registered mass-market adviser with $179.0M assets under management (AUM, regulatory AUM), +66% over one year. See who owns Brightree Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304721, SEC 801-132470, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $179.0M (2026-06-29)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 191
- CRD
- 304721
- Ownership
- Green, Harold, Aldonzo
How much AUM does Brightree Wealth Management, LLC have?
Brightree Wealth Management, LLC reported $179.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Brightree Wealth Management, LLC?
Disclosed owners and executives of Brightree Wealth Management, LLC include Green, Harold, Aldonzo. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.