DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Bridgelight Financial Advisors, Inc

Independent wealth managerShelton, ConnecticutCRD 139518SEC 801-134346websiteIAPD
Latest filing Sep 8, 2026
First filing on the tape Oct 9, 2025 · 4 filings
SEC status approved since Sep 15, 2025
RAUM
$151M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
100%
$151M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$37.7M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$151M as of Mar 3, 2026
Oct 9, 2025$139M then
HNW client RAUM$61.0M as of Mar 3, 2026
Oct 9, 2025$55.5M then
State-registered IARs (5.B.3)3 as of Mar 3, 2026
Oct 9, 20253 then
Employees (5.A)3 as of Mar 3, 2026
Oct 9, 20253 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Sep 8, 2026; every figure names its basis
Archetypes, each a printed rule
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$37.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
62derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.7MderivedHNW RAUM over HNW clients
Average account
$209,996derivedRAUM over accounts (5.F.2.f)
Discretionary
99%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.8derivedItem 5.A over advisors
Advisors per office
4.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, otherreportedItem 5.G
Custody
$136M, 593 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$89.7M60%
  • High-net-worth individuals$61.0M40%
Individual clients
210reported
HNW clients
36reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
718reported
Financial planning clients
101-250reported
Wrap fee programs
noreported
Custody of client assets
$136M for 593 clientsreported
Compensation
% of AUM, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
William Thomas LeavittShelton, CtJan 5, 201732 y2
Tyler Joseph D'AmoreShelton, CtMay 29, 202411 y1
James Chad WattShelton, CtJul 30, 202610 y3
Brenda Emily GhossainiShelton, CtAug 4, 202611 y1
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months1 left in 90 days2 joined in 90 daysdeparture rate 25% of current headcount2 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Shelton, Ct · principal421
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Financial planning clients · 101-250 to 101-250
    Mar 3, 2026 to Sep 8, 2026
  • Related adviser · false to unset
    Mar 3, 2026 to Sep 8, 2026
  • Related bank · false to unset
    Mar 3, 2026 to Sep 8, 2026
  • Related broker-dealer · false to unset
    Mar 3, 2026 to Sep 8, 2026
  • Related insurance company · false to unset
    Mar 3, 2026 to Sep 8, 2026
  • Succession · false to unset
    Mar 3, 2026 to Sep 8, 2026
  • Accounts · 748 to 718
    Dec 2, 2025 to Mar 3, 2026
  • HNW clients · 33 to 36
    Dec 2, 2025 to Mar 3, 2026
  • Assets in custody · $125M to $136M
    Dec 2, 2025 to Mar 3, 2026
  • Discretionary RAUM · $154M to $149M
    Dec 2, 2025 to Mar 3, 2026
  • HNW RAUM · $62.4M to $61.0M
    Dec 2, 2025 to Mar 3, 2026
  • Individual RAUM · $93.4M to $89.7M
    Dec 2, 2025 to Mar 3, 2026
  • Non-discretionary RAUM · $1.9M to $2.0M
    Dec 2, 2025 to Mar 3, 2026
  • RAUM · $156M to $151M
    Dec 2, 2025 to Mar 3, 2026
  • Accounts · 680 to 748
    Oct 9, 2025 to Dec 2, 2025
  • HNW clients · 31 to 33
    Oct 9, 2025 to Dec 2, 2025
  • Individual clients · 197 to 210
    Oct 9, 2025 to Dec 2, 2025
  • Discretionary RAUM · $137M to $154M
    Oct 9, 2025 to Dec 2, 2025
  • HNW RAUM · $55.5M to $62.4M
    Oct 9, 2025 to Dec 2, 2025
  • Individual RAUM · $83.5M to $93.4M
    Oct 9, 2025 to Dec 2, 2025
  • Non-discretionary RAUM · $2.0M to $1.9M
    Oct 9, 2025 to Dec 2, 2025
  • RAUM · $139M to $156M
    Oct 9, 2025 to Dec 2, 2025
Signals
3 dated events
  • Aidan Christopher Reed left Bridgelight Financial Advisors, Inc for Crestwood Advisors (registered 2026-05-27)
    Jul 27, 2026 · Advisor changed firm · fact
  • Victor M Campos Nunez left Bridgelight Financial Advisors, Inc for Lido (registered 2024-01-05)
    May 28, 2024 · Advisor changed firm · fact
  • Mauriel Alejandro Vega left Bridgelight Financial Advisors, Inc for Cambridge Investment Research Advisors, Inc. (registered 2021-09-21)
    Jun 3, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business phone
203-795-7080reportedpublished by the firm, firm site, Sep 16, 2026
Business phone
203-795-7082reportedpublished by the firm, firm site, Sep 16, 2026
Website
BRIDGELIGHTADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
203-795-7080reportedpublic record, Form ADV, Sep 8, 2026
Team page
bridgelightadvisors.com/our-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$37.7Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026