$179.0M Total AUM
$179.0M Disc. AUM
-- 3Y CAGR
3 Employees
191 ADV. Clients
6 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · Goldman Sachs
- Clients
- Retail
- Platforms
- InsightInsight +more
- Established Date
- 08-05-2019
- Office Locations
- 2
Office Locations
104 Whitehall Road Apt. 3 Amesbury MA
-- LAS Vegas NV
About Brightree Wealth Management, LLC
BrightTree Wealth Management provides active wealth management and retirement income planning for successful professionals and retirees, typically with $500k+ to invest. Its Rapid Retire system uses aggressive growth strategies across stocks, options, and tactical leverage, supported by broader financial planning (including tax and college planning). Notable: a written service guarantee and a 24–48 hour response goal.
Team overview
40 AVG AGE
$89.5M AVG AUM / ADVISOR
$937.2K AVG AUM / CLIENT
4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Eagle Summit matrix Vertex vital
Client Personas
Ember catalyst Delta element
Custodian
North
Investment Themes
Signal Legacy Vital Catalyst
Investment Vehicles
Quantum zenith Wave matrix Catalyst legacy
Services
Zenith beacon Meridian peak Pathway Delta Eagle insight Horizon Oak focus
Technology
Frontier zenith Harbor ember Delta legacy
Owner & Executives
H
Harold Alfonzo Green
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6712300
- Ownership
- 75% or more
(601) 919-6627
zenith.matrix@vertexcapital.com
in linkedin.com/in/value-ember
Showing 1 of 1 owners & executives
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H
Hadrick Alexis Green
--
- CRD
- #8049347
(600) 254-4241
momentum.foundation@meridiancapital.com
in linkedin.com/in/crest-radial
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,000,920 | $937,178 |
| Non-Discretionary | $0 | -- |
| Total | $179,000,920 | $937,178 |
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Separately Managed Accounts
Total SMA Asset: $179,000,920
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,740,037,695 | 100.0% |
| Total | $1,740,037,695 | 100.0% |