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Building 2BRIGHT WEALTH MANAGEMENT, LLC

Map pinLEWISVILLE, TX
Phone(972) 410-6623
NotebookSEC #801-130450
Total AUM
$265M
Employees
7
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4400 STATE HIGHWAY 121
SUITE 400
LEWISVILLE
TX 75056
United States
Operating Hours
8:00 AM - 5:00 PM CST
Monday - Friday
Phone
(972) 410-6623
Other Offices
1

ReceiptFinancials

Total AUM
$265M
Accounts
478
Discretionary
$265M
Accounts
478
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
117
AUM
$38.7M
HNW Individual Clients
58
AUM
$202.2M
Charitable Organization Clients
2
AUM
$11M
Corporation or Business Clients
3
AUM
$13M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SHARES IN FEES PAID TO THIRD-PARTY ADVISERS

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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