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Building 2BRIGHT LAKE WEALTH MANAGEMENT, LLC

Map pinROSEVILLE, CA
Phone916-749-1881
NotebookSEC #801-135764
Total AUM
$103.6M
Employees
17
Clients
354

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2220 DOUGLAS BLVD
SUITE 150
ROSEVILLE
CA 95661
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
916-749-1881
Other Offices
2

ReceiptFinancials

Total AUM
$103.6M
Accounts
919
Discretionary
$103M
Accounts
881
Non-Discretionary
$693.3K
Accounts
38

ContactClients

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Individual Clients
340
AUM
$79.2M
HNW Individual Clients
14
AUM
$24.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAOR

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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