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BRIGHTON WEALTH MANAGEMENT, INC.
CRD 148457File 801-136664
APPROVED
Retail clients
Filing as of Jul 28, 2026
Feed vintage Aug 24, 2026
Regulatory AUM
$131.9M
Bottom 25% of cohort (national)
Discretionary AUM
$130.3M
Non-discretionary $1.6M
Clients
451
293 accounts
Employees
5
Bottom 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 19, 2026
- Principal office
- 6975 UNION PARK AVE., #600, COTTONWOOD HEIGHTS, UT, 84047
- Phone
- 801-261-1611
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $131.9M
- Discretionary AUM
- $130.3M
- Non-discretionary AUM
- $1.6M
- Discretionary accounts
- 277
- Non-discretionary accounts
- 16
- Total accounts
- 293
- AUM per client
- $292K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $701K |
| High net worth individuals | 335 | $88.8M |
| Pension and profit sharing plans | 2 | $4.0M |
| Individuals (other than high net worth individuals) | 111 | $38.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 23, 2026 | Registration | — | APPROVED |
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.