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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$104MItem 5.F on the latest filing (2026-04-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$103M

Private client RAUM

$104MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$17.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

17

Advisory employees

4

Offices

2Schedule D 1.F, beyond the principal office

Accounts

919

Individual clients

340

High net worth clients

14

Custody, client assets

$358,097

SEC number

801-135764

CRD

323513

Filings on the tape

1

First filed

Apr 29, 2026

Latest filed

Apr 29, 2026

Organised

Limited Liability Company, CA

Website

brightlakewealth.com

• Occurred

  May 28, 2024
  Advisor changed firm

  Kevin Paul Crandell left Bright Lake Wealth Management, Llc for Rubicon Advisors (registered 2024-06-21)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c30d2b99-4b76-38cf-4b79-509e95ae20dc

First observed

Apr 29, 2026

Last observed

Apr 29, 2026 4 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.