$58.4M Total AUM
$58.4M Disc. AUM
-- 3Y CAGR
2 Employees
324 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Signal insight
- Established Date
- 09-08-2022
- Office Locations
- 1
Office Locations
2000 Ashton Blvd Ste. 120 Lehi UT
About Brighter Retirement Advisors LLC
Brighter Retirement Advisors provides personalized retirement planning for individuals approaching or in retirement. The firm uses its Brighter Retirement Roadmap (discovery, possibilities, vision, delivery) to build income and portfolio plans, with ongoing education and regular portfolio reporting. Investment implementation centers on diversified, ETF-heavy portfolios with fixed income exposure, and commonly custody at Schwab.
Team overview
39 AVG AGE
$29.2M AVG AUM / ADVISOR
$180.1K AVG AUM / CLIENT
3.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Radial Matrix element Radial
Client Personas
Fusion
Custodian
Zenith Vertex Vector ember Meridian
Investment Themes
Fusion vertex Unison Prime
Investment Vehicles
Eagle ridge
Platform
Vertex summit Pioneer
Services
North alpha Summit pathway Vital oak Bridge Alpha ember Momentum matrix Alpha Value Atlas fusion Timber Capital
Technology
Optima
Owner & Executives
D
DEVIN RAY PETERSON
Advisor, Chief Compliance Officer
- CRD
- #6413484
- Ownership
- Less than 5%
(759) 200-4122
crest.wave@summitcapital.com
in linkedin.com/in/bridge-peak
Showing 1 of 1 owners & executives
Unlock allContacts
M
Mary Amelia Carbine
--
- CRD
- #7652803
(938) 414-7954
crest.pioneer@glaciercapital.com
in linkedin.com/in/timber-capital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,356,362 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,356,362 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,356,362
Equity - Exchange:
19.0% Cash:
9.8% Corporate - Non-Investment Grade:
8.1% Public Funds:
30.9% Municipal Bonds:
32.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $482,627,780 | 19.0% |
| Cash | $248,934,329 | 9.8% |
| Corporate - Non-Investment Grade | $205,751,843 | 8.1% |
| Public Funds | $784,905,179 | 30.9% |
| Municipal Bonds | $817,927,080 | 32.2% |
| Total | $2,540,146,211 | 100.0% |