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Building 2BRIGHTPATH WEALTH PLANNING, LLC

Map pinCAMARILLO, CA
Phone805-764-0335
NotebookSEC #801-122732
Total AUM
$205.8M
Employees
5
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5999 RIDGE VIEW STREET
SUITE B
CAMARILLO
CA 93012
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
805-764-0335

ReceiptFinancials

Total AUM
$205.8M
Accounts
492
Discretionary
$205.8M
Accounts
492
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
64
AUM
$28.2M
HNW Individual Clients
63
AUM
$173.2M
Pension/Profit Sharing Plan Clients
5
AUM
$1M
Charitable Organization Clients
1
AUM
$3.3M
Corporation or Business Clients
1
AUM
$81.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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