CRD: 299434
Bright Wealth Advisors, LLC
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- Custodian
- Altruist · Apex · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-20-2019
- Office Locations
- 1
Office Locations
About Bright Wealth Advisors, LLC
Bright Wealth Advisors is an independent Mission Viejo, CA RIA focused on retirement planning for individuals approaching or in retirement. The firm provides unbiased financial planning and investment management, incorporating tax, estate, insurance, and long-term care considerations. Portfolios primarily use public funds, including mutual funds and ETFs, and are custodied at Schwab. Their “Lasting Wealth Blueprint” process pairs modern tools with ongoing human guidance.
Reported data analysis
What the numbers show
Of the latest reported AUM, 98.1% is discretionary and 1.9% is non-discretionary.
The firm reports 1 advisory representatives and 52 clients, or 52 clients per representative. That equates to $421.6K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
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- Technology
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Owner & Executives
HENRY LUONG HOANG
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor
- CRD
- #5379760
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,505,157 | -- |
| Non-Discretionary | $417,180 | -- |
| Total | $21,922,337 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bright Wealth Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.