CRD: 164209
Brightpath Wealth Advisors LLC
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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-11-2012
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 182 clients, or 45.5 clients per representative. That equates to $382.5K in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Brightpath Wealth Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALLISON J BROWN
Chief Compliance Officer, Managing Member, Senior Associate
- CRD
- #5959722
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRIAN WAYNE DEBRUIN
Financial Advisor
- CRD
- #4395337
Brian L Johnson
Investment Advisor
- CRD
- #5113584
Showing 2 of 4 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Brightpath Wealth Advisors LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.