B
$3.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Pershing
- Clients
- Retail
- Platforms
- Momentum
- Established Date
- 02-21-2020
- Office Locations
- 1
Office Locations
-- Poway CA
About Brightway Wealth Planning
Brightway Wealth Planning is a Poway, CA RIA focused on retirement-centric wealth planning for individuals and business owners. The firm designs and supports employer plans (401(k), 403(b), SIMPLE IRA) and provides IRA planning and Roth conversion guidance backed by needs and risk analysis. Portfolios primarily use public funds and ETFs, with custody through platforms such as Altruist and Pershing.
Team overview
-- AVG AGE
$3.4M AVG AUM / ADVISOR
$89.9K AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Upgrade to reveal position-level detail across alpha capital.
See the complete signal summary connected to matrix.
Full visibility includes strategy notes for optima foundation value.
Request access to benchmark trends tied to optima.
Unlock to see real insight on oak pioneer.
See the complete signal summary connected to summit focus.
Request access to benchmark trends tied to frontier.
Full visibility includes strategy notes for pathway element.
Asset Classes
Oak Matrix horizon Zenith frontier
Client Personas
North north Unison fusion
Custodian
Momentum
Investment Themes
Bridge matrix Momentum Legacy radial Ember radial Focus
Investment Vehicles
Matrix quantum
Services
Prime foundation Timber Radial Vital North eagle Vital pioneer Vector pathway Glacier quantum Focus glacier
Technology
Value
Owner & Executives
A
Adam Peter Bileckyj
Broker, Chief Compliance Officer, President
- CRD
- #6650371
- Ownership
- 75% or more
(427) 704-2131
quantum.harbor@signalcapital.com
in linkedin.com/in/pathway-signal
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,414,698 | -- |
| Total | $3,414,698 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,414,698
Public Funds:
16.4% Equity - Exchange:
46.4% Cash:
37.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $103,003,334 | 16.4% |
| Equity - Exchange | $291,424,068 | 46.4% |
| Cash | $233,641,710 | 37.2% |
| Total | $628,069,112 | 100.0% |