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BRIGHT WEALTH MANAGEMENT, LLC
CRD 169771File 801-130450
APPROVED
Retail clients
Custody
Filing as of Jun 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$265.0M
Below cohort median (national)
Discretionary AUM
$265.0M
Clients
180
478 accounts
Employees
7
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 11, 2024
- Principal office
- 4400 STATE HIGHWAY 121, SUITE 400, LEWISVILLE, TX, 75056
- Phone
- (972) 410-6623
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $265.0M
- Discretionary AUM
- $265.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 478
- Non-discretionary accounts
- 0
- Total accounts
- 478
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $13.0M |
| Charitable organizations | 2 | $11.0M |
| High net worth individuals | 58 | $202.2M |
| Individuals (other than high net worth individuals) | 117 | $38.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SHARES IN FEES PAID TO THIRD-PARTY ADVISERS
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 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.