CRD: 148457
Brighton Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex horizonElement +more
- Established Date
- 01-20-2009
- Office Locations
- 1
Office Locations
About Brighton Wealth Management, Inc.
Brighton Wealth Management is a fee-only fiduciary RIA providing holistic financial planning and discretionary investment management, building customized portfolios for individuals and families, including business owners and entrepreneurs. Led by CFA Eric Stats (ex Wells Fargo Asset Management and Goldman Sachs), the firm emphasizes risk-managed, diversified allocations using ETFs and funds, with primary custody at Charles Schwab.
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Owner & Executives
ERIC QUINTON STATS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2161085
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,289,037 | $227,051 |
| Non-Discretionary | $1,587,147 | $811,104 |
| Total | $131,876,184 | $275,722 |
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Separately Managed Accounts
Total SMA Asset: $131,876,184
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,078,353,100 | 26.7% |
| Equity - Exchange | $2,132,841,758 | 27.4% |
| Derivatives | $2,101,705,382 | 27.0% |
| Cash | $949,659,469 | 12.2% |
| Corporate - Investment Grade | $521,534,300 | 6.7% |
| Total | $7,784,094,009 | 100.0% |