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BRIGHTPLAN LLC
CRD 283790File 801-108227
APPROVED
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
0
Not reported accounts
Employees
53
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 4, 2016
- Principal office
- 333 WEST SAN CARLOS STREET, SUITE 600, SAN JOSE, CA, 95110
- Phone
- 408-933-6188
- Website
- HTTPS://WWW.BRIGHTPLAN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Financial planning services
- Selection of other advisers
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 | Change |
|---|---|---|---|---|
| Aug 12, 2026 | AUM | $0 | — | |
| Aug 12, 2026 | Accounts | 0 | — | |
| Apr 1, 2026 | Employees | 50 | 53 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 49 | 50 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 233 | 0 | decreased by233 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,243,375 | $0 | decreased by$8,243,375 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 339 | 0 | decreased by339 |
| Apr 1, 2022 | Employees | 35 | 49 | increased by14 |
| Apr 1, 2022 | Clients | 192 | 233 | increased by41 |
| Apr 1, 2022 | AUM | $6,174,227 | $8,243,375 | increased by$2,069,148 |
| Apr 1, 2022 | Accounts | 295 | 339 | increased by44 |
| 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 “BRIGHTPLAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIGHTPLAN” 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.