CRD: 169771
Bright Wealth Management, LLC
$265.0M Total AUM
$265.0M Disc. AUM
-- 3Y CAGR
7 Employees
180 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 04-17-2014
- Office Locations
- 2
Office Locations
4400 State Highway 121 Suite 400 Lewisville TX
-- Ashland VA
About Bright Wealth Management, LLC
Bright Wealth Management, LLC is a Lewisville-based RIA with 2 offices. The firm has been operating for 12 years. Managing $265.0M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
48 AVG AGE
$37.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.9 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
12yrs Firm Age
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Asset Classes
Crest Pathway
Custodian
Vital Glacier signal
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
P
PAUL L THIBODEAUX
Chief Compliance Officer, MANAGING DIRECTOR, President
- CRD
- #4142971
- Ownership
- Less than 5%
(330) 286-4972
fusion.insight@vectorcapital.com
in linkedin.com/in/eagle-frontier
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C
CHRISTOPHER JOHN CAPORALETTI
Portfolio Analyst
- CRD
- #5855241
(434) 930-6929
element.delta@fusioncapital.com
in linkedin.com/in/atlas-catalyst
B
Brooke Ashley Chandler
--
- CRD
- #7904879
(351) 422-3761
optima.value@vertexcapital.com
in linkedin.com/in/ember-horizon
F
Frontier matrix
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- CRD
- #32188
(545) 354-2143
summit.element@peakcapital.com
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $264,973,479 | $554,338 |
| Non-Discretionary | $0 | -- |
| Total | $264,973,479 | $554,338 |
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Separately Managed Accounts
Total SMA Asset: $264,973,479
Public Funds:
18.4% Equity - Exchange:
13.1% Municipal Bonds:
25.6% U.S. Government/Agency:
21.2% Cash:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $211,061,554 | 18.4% |
| Equity - Exchange | $150,266,650 | 13.1% |
| Municipal Bonds | $293,650,858 | 25.6% |
| U.S. Government/Agency | $243,179,617 | 21.2% |
| Cash | $248,914,986 | 21.7% |
| Total | $1,147,073,665 | 100.0% |