BRIGHT WEALTH MANAGEMENT, LLC - Financial Advisor in Texas, Lewisville

Tel: (972) 410-6623 4400 State Highway 121 Suite 400 Lewisville, Texas 75056

About BRIGHT WEALTH MANAGEMENT, LLC

BRIGHT WEALTH MANAGEMENT, LLC is a Lewisville, Texas based financial advisory firm with nearly $160,000,000 in assets under management and provides investment advisory services for 343 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

169771

Firm SEC#:

801-130450

Assets Under Management:

$160,000,000

No. of Clients:

343

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Other (SHARES IN FEES PAID TO THIRD-PARTY ADVISERS)

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Top Financial Advisory Firms in Texas, Lewisville

FirmCRD#:284677

SEC#:801-117777

No. of Advisors:3

No. of Clients:584

AUM:$110,829,105

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

BANNERMAN WEALTH

284677

801-117777

584

$110,829,105

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