$128.2M Total AUM
$128.2M Disc. AUM
-- 3Y CAGR
2 Employees
178 ADV. Clients
1 yrs Firm Age
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2025
- Office Locations
- 4
Office Locations
4950 S Yosemite ST F2 #394 Greenwood Village CO
-- Greenwood Village CO
-- Pelham MA
About Bright Advisors
Bright Advisors is a Greenwood Village-based RIA with 4 offices. The firm has been operating for 1 years. Managing $128.2M in total assets under management, with 1 advisory representatives. They custody assets with Broadridge and Charles Schwab & Company.
Team overview
-- AVG AGE
$128.2M AVG AUM / ADVISOR
$720.4K AVG AUM / CLIENT
0.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
L
LENORE O CHAMPAGNE
MANAGING GENERAL PARTNER, PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
JENIFER A SAPEL
Chief Compliance Officer, Managing Partner
- CRD
- #4817849
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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D
DAWN MARIE LANDINO
Wealth Advisor
- CRD
- #4157379
Available
Available
Available
A
ARWEN LOWBRIDGE
Wealth Advisor
- CRD
- #6426874
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,231,307 | $720,401 |
| Non-Discretionary | $0 | -- |
| Total | $128,231,307 | $720,401 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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