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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-11-2019
- Office Locations
- 1
Office Locations
About Bright Vision Wealth
Bright Vision Wealth is a family-focused advisory in The Woodlands, TX led by estate-planning attorney Bob Bond. The firm emphasizes education and a scientific, long-term investing process designed to create continuity across generations. Planning spans wealth, estate, and tax considerations, with portfolios built around diversified asset allocation using ETFs and fixed income; the practice operates on the SEI platform.
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Owner & Executives
ROBERT DOHERTY BOND
Investment Advisor Representative, President
- CRD
- #4831598
- Ownership
- 75% or more
MARY RACHEL HICKS
Owner, VICE PRESIDENT
- CRD
- #5410305
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,736,972 | -- |
| Total | $26,736,972 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,736,972
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $882,821,027 | 31.2% |
| U.S. Government/Agency | $483,853,832 | 17.1% |
| Corporate - Investment Grade | $645,138,443 | 22.8% |
| Cash | $817,741,273 | 28.9% |
| Total | $2,829,554,575 | 100.0% |