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Bright Wealth Advisors, LLC

Bright Wealth Advisors, LLC. CRD 299434

Bright Wealth Advisors, LLC logo

CRD: 299434

Bright Wealth Advisors, LLC

Mission Viejo, CA, 92691
9492728654
brightwealthadvisors.com
$21.9M Total AUM
$21.5M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Apex · Charles Schwab & Company
Clients
Retail
Platforms
Quantum
Established Date
03-20-2019
Office Locations
1

Office Locations

27201 Puerta Real Suite 300 Mission Viejo CA

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.

Team overview

-- AVG AGE
$21.9M AVG AUM / ADVISOR
$421.6K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Signal element Capital momentum

Client Personas

Pioneer

Custodian

Oak Frontier

Investment Themes

Element Prime Crest

Investment Vehicles

Crest

Services

Summit quantum Quantum focus Oak Element Quantum capital Value glacier North meridian

Technology

Harbor

Owner & Executives

HENRY LUONG HOANG

HENRY LUONG HOANG

Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor

CRD
#5379760
Ownership
75% or more
(585) 243-4510
insight.catalyst@horizoncapital.com
in linkedin.com/in/focus-pioneer

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $21,922,337

$21.9M Total SMA
Public Funds:
40.0%
Equity - Exchange:
33.7%
Cash:
26.3%
Asset class Assets Assets %
Public Funds $2,739,566,625 40.0%
Equity - Exchange $2,308,084,882 33.7%
Cash $1,801,265,056 26.3%
Total $6,848,916,563 100.0%

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