BRIGHT LAKE WEALTH MANAGEMENT, LLC

CRD 323513File 801-135764

APPROVED

Retail clients

Custody

Filing as of Apr 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$103.6M

Bottom 25% of cohort (national)

Discretionary AUM

$103.0M

Non-discretionary $693K

Clients

354

919 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Apr 6, 2026
Principal office: 1445 VICTOR AVE, SUITE D, REDDING, CA, 96003
Phone: (530) 395-0202
Website: http://brightlakewealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $103.6M
Discretionary AUM: $103.0M
Non-discretionary AUM: $693K
Discretionary accounts: 881
Non-discretionary accounts: 38
Total accounts: 919
AUM per client: $293K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	14	$24.5M
Individuals (other than high net worth individuals)	340	$79.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
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: 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

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.