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Building 2BRIGHTREE WEALTH MANAGEMENT, LLC

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Phone808-521-4401
NotebookSEC #801-132470
Total AUM
$179M
Employees
3
Clients
191

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 3PM
TUESDAY - SATURDAY
Phone
808-521-4401

ReceiptFinancials

Total AUM
$179M
Accounts
191
Discretionary
$179M
Accounts
191
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
122
AUM
$33.5M
HNW Individual Clients
69
AUM
$145.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
HINV

HandshakeAffiliates

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

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