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Brightpath Wealth Advisors LLC

Brightpath Wealth Advisors LLC. CRD 164209

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CRD: 164209

Brightpath Wealth Advisors LLC

Crofton, MD, 21114
4432746100
$69.6M Total AUM
$69.6M Disc. AUM
-- 3Y CAGR
4 Employees
182 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Capital Group · Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
Clients
Retail
Platforms
--
Established Date
10-11-2012
Office Locations
2

Office Locations

2138 Priest Bridge Court Suite 1 Crofton MD
2501 Blue Ridge RD Suite 300 Raleigh NC

About Brightpath Wealth Advisors LLC

Brightpath Wealth Advisors LLC is a Crofton-based RIA with 2 offices. The firm has been operating for 13 years. Managing $69.6M in total assets under management, with 4 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.

Team overview

44 AVG AGE
$17.4M AVG AUM / ADVISOR
$382.5K AVG AUM / CLIENT
7.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Foundation horizon Frontier

Investment Themes

Ridge Insight Frontier harbor

Investment Vehicles

Foundation delta

Services

Capital Harbor Beacon quantum Fusion horizon Harbor quantum North foundation Harbor fusion Crest meridian

Owner & Executives

ALLISON J BROWN

ALLISON J BROWN

Chief Compliance Officer, Managing Member, Senior Associate

CRD
#5959722
Ownership
75% or more
(255) 546-3738
beacon.oak@elementcapital.com
in linkedin.com/in/timber-oak

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Contacts

BRIAN WAYNE DEBRUIN

BRIAN WAYNE DEBRUIN

Financial Advisor

CRD
#4395337
(360) 842-5448
ridge.pathway@insightcapital.com
in linkedin.com/in/legacy-pioneer
Brian L Johnson

Brian L Johnson

Investment Advisor

CRD
#5113584
(795) 963-2517
vital.zenith@eaglecapital.com
in linkedin.com/in/ember-radial
F

Frontier north

Unison vital atlas

CRD
#55800
(577) 598-1279
legacy.capital@matrixcapital.com
in linkedin.com/in/prime-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $69,613,148 --
Non-Discretionary $0 --
Total $69,613,148 --

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Separately Managed Accounts

Total SMA Asset: $69,613,148

$69.6M Total SMA
Equity - Exchange:
27.8%
Cash:
20.4%
Corporate - Investment Grade:
51.8%
Asset class Assets Assets %
Equity - Exchange $807,089,365 27.8%
Cash $592,252,628 20.4%
Corporate - Investment Grade $1,503,857,162 51.8%
Total $2,903,199,155 100.0%

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