← Directory

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

CRD 284920File 801-108869
APPROVED
Retail clients
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$294.5M
Below cohort median (national)
Discretionary AUM
$293.5M
Non-discretionary $996K
Clients
885
1,401 accounts
Employees
14
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jan 3, 2017
Principal office
1630 EMPIRE BLVD., SUITE 100, WEBSTER, NY, 14580
Phone
(585) 231-1595

Assets & accounts

ADV Item 5F
Total regulatory AUM
$294.5M
Discretionary AUM
$293.5M
Non-discretionary AUM
$996K
Discretionary accounts
1,400
Non-discretionary accounts
1
Total accounts
1,401
AUM per client
$333K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$260K
Charitable organizationsFewer than 5$796K
High net worth individuals105$119.7M
Pension and profit sharing plansFewer than 5$511K
Individuals (other than high net worth individuals)774$173.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.