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BRIGHT ROAD WEALTH MANAGEMENT, LLC
CRD 164408File 801-117890
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$443.3M
Below cohort median (national)
Discretionary AUM
$431.7M
Non-discretionary $11.6M
Clients
622
2,182 accounts
Employees
13
Above cohort median in AK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 16, 2020
- Principal office
- 405 W. 36TH AVENUE, SUITE 212, ANCHORAGE, AK, 99503
- Phone
- (907) 339-1555
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $443.3M
- Discretionary AUM
- $431.7M
- Non-discretionary AUM
- $11.6M
- Discretionary accounts
- 2,174
- Non-discretionary accounts
- 8
- Total accounts
- 2,182
- AUM per client
- $713K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $13.7M |
| High net worth individuals | 104 | $256.1M |
| Pension and profit sharing plans | 8 | $11.6M |
| Individuals (other than high net worth individuals) | 510 | $161.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- 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
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 568 | 622 | increased by54 |
| Apr 1, 2026 | AUM | $349,477,061 | $443,261,739 | increased by$93,784,678 |
| Apr 1, 2026 | Accounts | 1,919 | 2,182 | increased by263 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 12 | 13 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 12 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 497 | 568 | increased by71 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $186,530,972 | $349,477,061 | increased by$162,946,089 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 973 | 1,919 | increased by946 |
| Apr 1, 2022 | Employees | 3 | 8 | increased by5 |
| Apr 1, 2022 | Clients | 445 | 497 | increased by52 |
| Apr 1, 2022 | AUM | $148,851,174 | $186,530,972 | increased by$37,679,798 |
| Apr 1, 2022 | Accounts | 865 | 973 | increased by108 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRIGHT ROAD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIGHT ROAD” 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.