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Bright Road Wealth Management, LLC
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Overview Share
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, nan
$102.8 million AUM
1 office

Bright Road Wealth Management, LLC is based in , nan and has $102.8 million in assets under management.

Location

, nan
$102.8 million
AUM
3
Employees
AUM Share
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$102,788,436
Assets under management
250 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 165 $64,603,636 63% $391,537
High net worth individuals 72 $27,698,727 27% $384,705
Pension and profit sharing plans 10 $4,444,427 4% $444,443
Charitable organizations 3 $6,041,646 6% $2,013,882
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$102,788,436
Assets under management
$34,262,812
AUM per employee
$34,262,812
AUM per investment analyst
About Share
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Compensation

Bright Road Wealth Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Bright Road Wealth Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 164,408
SEC number 801-117890
Legal structure Limited Liability Company
Legal governance Alaska, United States
Latest ADV filing date April 01, 2020

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