CRD: 160563
Brightpath Wealth Planning, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-18-2012
- Office Locations
- 1
Office Locations
About Brightpath Wealth Planning, LLC
BrightPath Wealth Planning is a Camarillo, CA independent, fiduciary fee-only RIA where owner/advisor Pete Kozak works directly with clients. The firm provides evidence-based portfolio management plus planning for retirement, spend-down, elder and legacy needs and major life transitions, serving retirees and entrepreneurs. As a Buckingham Strategic Partners member, it pairs boutique service with institutional resources; primary custodians include Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER PAUL KOZAK III
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2765784
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $205,769,926 | $418,232 |
| Non-Discretionary | $0 | -- |
| Total | $205,769,926 | $418,232 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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