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BRIDGELIGHT FINANCIAL ADVISORS, INC
CRD 139518File 801-134346
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$150.8M
Bottom 25% of cohort (national)
Discretionary AUM
$148.8M
Non-discretionary $2.0M
Clients
246
718 accounts
Employees
3
Bottom 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 15, 2025
- Principal office
- 1 ENTERPRISE DRIVE, SUITE 405, SHELTON, CT, 06484
- Phone
- 203-795-7080
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $150.8M
- Discretionary AUM
- $148.8M
- Non-discretionary AUM
- $2.0M
- Discretionary accounts
- 714
- Non-discretionary accounts
- 4
- Total accounts
- 718
- AUM per client
- $613K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $61.0M |
| Individuals (other than high net worth individuals) | 210 | $89.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 243 | 246 | increased by3 |
| Apr 1, 2026 | AUM | $155,797,683 | $150,777,009 | decreased by$5,020,674 |
| Apr 1, 2026 | Accounts | 748 | 718 | decreased by30 |
| Jan 1, 2026 | Clients | 228 | 243 | increased by15 |
| Jan 1, 2026 | AUM | $139,027,913 | $155,797,683 | increased by$16,769,770 |
| Jan 1, 2026 | Accounts | 680 | 748 | increased by68 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRIDGELIGHT FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIDGELIGHT FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.