This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$265MItem 5.F on the latest filing (2026-09-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$265M

Private client RAUM

$241MderivedItem 5.D individuals plus high net worth individuals

Private client share

91%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$37.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

7

Offices

1Schedule D 1.F, beyond the principal office

Accounts

478

Individual clients

117

High net worth clients

58

Custody, client assets

$54.6M

SEC number

801-130450

CIK

1866936

CRD

169771

Filings on the tape

11

First filed

May 10, 2024

Latest filed

Sep 2, 2026

Organised

Limited Liability Company, DE

• Occurred

  May 10, 2024
  First Form ADV filing

  Bright Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7be1c1d1-4bb1-490c-4a48-fd7e9065218a

First observed

May 10, 2024

Last observed

Sep 2, 2026 18 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.