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=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$443MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$432M

Private client RAUM

$418MderivedItem 5.D individuals plus high net worth individuals

Private client share

94%derivedprivate client RAUM over total RAUM

Advisors on IAPD

10

RAUM per advisor

$44.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

13

Advisory employees

10

Offices

6Schedule D 1.F, beyond the principal office

Accounts

2,182

Individual clients

510

High net worth clients

104

Custody, client assets

$93.8M

SEC number

801-117890

CRD

164408

Filings on the tape

16

First filed

Dec 3, 2019

Latest filed

Mar 5, 2026

Organised

Limited Liability Company, AK

• Occurred

  Jun 15, 2026
  Advisor changed firm

  Ethan Kwon left Bright Road Wealth Management, Llc for Dimensional Fund Advisors Lp (registered 2026-07-09)

  Form ADVobserved 5 days ago
• Occurred

  Dec 3, 2019
  First Form ADV filing

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

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:913b7e7f-0ed6-0be3-f74c-e41c9b2f700c

First observed

Dec 3, 2019

Last observed

Mar 5, 2026 6 months 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.