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- Custodian
- Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Peak
- Established Date
- 01-01-2017
- Office Locations
- 7
Office Locations
About Bright Futures Wealth Management, LLC
Bright Futures Wealth Management, LLC is an RIA providing comprehensive financial planning and portfolio management, including retirement and estate planning strategies, education planning, and life insurance/long-term care analysis. The firm also supports 401(k) and corporate clients with plan design, fiduciary consulting and oversight, and participant advocacy, plus trust/endowment portfolio and cash management. Investment work emphasizes asset allocation using ETFs, mutual funds, and fixed income; custody includes Schwab.
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Owner & Executives
KEITH EDWARD CONDEMI
Managing Member
- CRD
- #2220446
- Ownership
- 50% but less than 75%
ROBERT NORMAND RICHARD JR
--
- CRD
- #2476178
- Ownership
- 10% but less than 25%
Crest alpha
Momentum timber
- CRD
- #78067
- Ownership
- 42.2%
Showing 2 of 6 owners & executives
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David Alexander Arthur Dupuis
--
- CRD
- #7259946
Kevin Fahy
--
- CRD
- #7086030
Delta ember
Harbor value ember
- CRD
- #33601
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $293,529,781 | $209,664 |
| Non-Discretionary | $996,491 | $996,491 |
| Total | $294,526,272 | $210,226 |
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Separately Managed Accounts
Total SMA Asset: $294,526,272
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,520,202,764 | 18.6% |
| Equity - Exchange | $1,062,507,308 | 13.0% |
| Corporate - Investment Grade | $800,967,048 | 9.8% |
| Cash | $874,525,246 | 10.7% |
| Corporate - Non-Investment Grade | $972,602,844 | 11.9% |
| Equity - OTC | $751,928,249 | 9.2% |
| Municipal Bonds | $588,465,586 | 7.2% |
| Other | $1,601,934,096 | 19.6% |
| Total | $8,173,133,141 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA VECTOR MOMENTUM | FRONTIER ATLAS | 3KZ6G9DL1 | QXU | 11.67% | $68,637,041 |
| PEAK NORTH | CREST LEGACY | ZEH4DNGJP | KINHO | 9.86% | $68,758,071 |
| PATHWAY BRIDGE | SIGNAL CREST | PCPRS7TDD | JUNBQ | 0.78% | $92,637,819 |
| UNISON OPTIMA ELEMENT | VITAL GLACIER | Z2VSPNZAW | GCAX | 6.11% | $105,193,536 |
| ZENITH OPTIMA BRIDGE | EMBER VERTEX | 5IJLBWPTU | XXX | 8.46% | $78,925,555 |
| DELTA SIGNAL ELEMENT | MERIDIAN SUMMIT | P0SPTVOIW | UWQ | 10.99% | $70,101,598 |
| RADIAL EMBER | CATALYST PRIME | J2NZP1N30 | XKS | 4.73% | $76,201,960 |
| OAK FUSION GLACIER | PIONEER VECTOR | 0BB5DTV6L | QYER | 9.91% | $117,955,516 |