CRD: 327899
Brightside Wealth Planning, LLC
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- Custodian
- LPL Financial ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
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 2 advisory representatives and 190 clients, or 95 clients per representative. That equates to $442.0K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 25, 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
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Brightside Wealth Planning, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.