CRD: 323513
Bright Lake Wealth Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2023
- Office Locations
- 2
Office Locations
About Bright Lake Wealth Management, LLC
Bright Lake Wealth Management is a state-registered RIA focused on retirement planning. The firm provides investment planning/management and retirement tax planning, reviewing client goals, diagnosing portfolios for risks and opportunities, and building diversified portfolios designed for growth, volatility management, and reliable retirement income. The team also educates clients on Social Security claiming decisions, with custody via Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Theodore John Thatcher Jr.
Chief Executive Officer
- CRD
- #7193260
- Ownership
- 75% or more
MATTHEW MICHAEL GIGGEY
Broker, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Waylon Michael Bell
--
- CRD
- #8254603
Lori W Meter
--
- CRD
- #5907653
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,951,085 | $116,857 |
| Non-Discretionary | $693,338 | $18,246 |
| Total | $103,644,423 | $112,780 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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