This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2022
- Office Locations
- 1
Office Locations
About Bright Legacy LLC
Bright Legacy LLC is an independent, fiduciary wealth management firm providing comprehensive wealth planning and portfolio management for individuals and families, with an emphasis on transparent, client-first advice. Investment implementation appears ETF-centric, complemented by cash and bond allocations. Custody is through Charles Schwab, and the firm uses Advyzon/MyAdvisorLink for client access.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Cristopher Evan Cuevas
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #6594542
- Ownership
- 75% or more
NANCY ETEMAD
Chief Operations Officer, Financial Advisor
- CRD
- #3152182
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,635,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,635,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing