B
$3.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist ยท Pershing
- Clients
- Retail
- Platforms
- --
- 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
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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
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
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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 | -- |
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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% |