CRD: 327899
Brightside Wealth Planning, LLC
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- Custodian
- LPL Financial ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Alpha
- Established Date
- 09-21-2023
- Office Locations
- 1
Office Locations
About Brightside Wealth Planning, LLC
Brightside Wealth Planning, LLC is an RIA serving retail and institutional clients with comprehensive financial and wealth planning, including estate planning and insurance guidance. Portfolios emphasize active management and asset allocation using mutual funds, ETFs and fixed income, with crypto included as needed. Custody/platform relationships include LPL Financial and SEI.
Team overview
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Owner & Executives
NICOLE SCHENK WASIAKOWSKI
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4767591
- Ownership
- 50% but less than 75%
RALPH MICHAEL WASIAKOWSKI
Financial Advisor, General Partner, Managing Member
- CRD
- #4663830
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,986,433 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,986,433 | -- |
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Separately Managed Accounts
Total SMA Asset: $83,986,433
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $578,963,640 | 10.2% |
| Equity - Exchange | $2,066,105,540 | 36.4% |
| Cash | $1,731,214,807 | 30.5% |
| Municipal Bonds | $1,299,830,134 | 22.9% |
| Total | $5,676,114,121 | 100.0% |