BRIGHTWATER ADVISORY, LLC

CRD 169806File 801-110500

APPROVED

Retail clients

Custody

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$303.8M

Below cohort median (national)

Discretionary AUM

$292.9M

Non-discretionary $10.8M

Clients

285

718 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: May 16, 2017
Principal office: 4613 W. NORTH A ST., TAMPA, FL, 33609
Phone: 813-251-6310
Website: HTTP://X.COM/BRIGHTWATERADV

Assets & accounts

ADV Item 5F

Total regulatory AUM: $303.8M
Discretionary AUM: $292.9M
Non-discretionary AUM: $10.8M
Discretionary accounts: 701
Non-discretionary accounts: 17
Total accounts: 718
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$2.7M
Charitable organizations	Fewer than 5	$4.6M
High net worth individuals	127	$264.3M
Pension and profit sharing plans	Fewer than 5	$3.1M
Individuals (other than high net worth individuals)	146	$29.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

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: 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

This 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.