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

Bright Futures Wealth Management, LLC

Independent wealth managerWebster, New YorkCRD 284920SEC 801-108869websiteIAPD
Latest filing Apr 22, 2026
First filing on the tape Dec 16, 2016 · 73 filings
SEC status approved since Jan 3, 2017
RAUM
$295M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$293M individuals and HNW
Advisors
14
registered through the firm on IAPD
RAUM per advisor
$21.0M
derived; firm RAUM over IAPD count
Employees
14
14 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
73 filings and snapshots on the tape
RAUM$295M as of Apr 22, 2026
Mar 13, 2018$76.6M then
HNW client RAUM$120M as of Apr 22, 2026
Mar 13, 2018$29.9M then
State-registered IARs (5.B.3)14 as of Apr 22, 2026
Mar 13, 201813 then
Employees (5.A)14 as of Apr 22, 2026
Mar 13, 201813 then
Private funds: no history
RAUM +16% over the last fiscal year-3.0% a year over threeIARs 16 to 14offices 7 to 6
Practice profile
derived from the filing of Apr 22, 2026; every figure names its basis
Archetypes, each a printed rule
RAUM per advisor
$21.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
63derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.1MderivedHNW RAUM over HNW clients
Average account
$210,226derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
2.0derived7 offices incl. principal (1.F.5)
RAUM growth, one year
+16%derivedbetween the last two annual amendments
Advisor growth, one year
-13%derivedItem 5.B.3 between annual amendments
Client growth, one year
+0.7%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Wrap fee program
$208MreportedItem 5.I
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
  • 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$173M59%
  • High-net-worth individuals$120M41%
  • Charitable organizations$795,8510.3%
  • Pension and profit-sharing plans$511,3800.2%
  • Corporations and businesses$259,6390.1%
Individual clients
774reported
HNW clients
105reported
Pension plan clients
2reported
Charitable clients
2reported
Accounts
1,401reported
Financial planning clients
11-25reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=14.0derived
Advisors registered through the firm
14 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Martin Eugene PaulWebster, Ny Feb 13, 201752 y3
Robert Normand RichardNorthborough, MaFeb 14, 201732 y3
Craig Donald LefeberGlen Allen, VaMar 20, 201731 y2
Patrice Aileen LancelotChartered Financial ConsultantWebster, NyAug 23, 202120 y3
Keith Edward CondemiChartered Financial AnalystWebster, Ny Aug 23, 202134 y2
David W TreichlerCertified Financial PlannerSyracuse, Ny Aug 25, 202138 y3
Mark Samuel SantelliWebster, NyAug 25, 202134 y2
Dylan Thomas ShawWebster, Ny Aug 27, 202114 y2
Kevin FahyPittsford, Ny Sep 13, 202113 y2
David Joseph PerrottoWebster, NySep 15, 202120 y3
Jerry Neil HefleyMacedon, Ny Sep 17, 202128 y2
Gregory John HalsteadWebster, Ny Sep 30, 202136 y2
Robert C HayesWebster, NyAug 13, 202216 y3
David Alexander Arthur DupuisWebster, NyMay 7, 202511 y1
Advisor movement
3 left, 0 joined in 12 months
net -3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 21% of current headcount7 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Edward Keith Condemi · Managing Membercontrol
    since 01/2017 · owns 50% to 75%
  • Andrew Bruce Berman · Member
    since 01/2017 · owns 10% to 25%
  • Michel Lourdes Dejesus · Member
    since 01/2017 · owns less than 5%
  • Robert Collin Fingon · Member
    since 01/2017 · owns 5% to 10%
  • Mary Melissa Florin · Member
    since 01/2017 · owns less than 5%
  • Sharon Ifrach · Member
    since 01/2017 · owns 5% to 10%
  • Donald Craig Lefeber · Member/Cco
    since 01/2017 · owns 5% to 10%
  • Eugene Martin Paul · Member
    since 01/2017 · owns 5% to 10%
  • Normand Robert Richard · Member
    since 01/2017 · owns 10% to 25%
  • David Jeffrey Smith · Member
    since 01/2017 · owns 5% to 10%
Related persons
Schedule D 7.A
  • Equimark Insurance Agency
    real estatey
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Webster, Ny · principal12031
Pittsford, Ny300
Rutland, Vt000
Wilmette, Il000
Offices
Schedule D 1.F, the 25 largest
  • Pittsford, NY4 employees
  • Wilmette, IL3 employees
  • Macedon, NY1 employees
  • Syracuse, NY1 employees
  • , 1 employees
  • Syracuse, NY1 employees
  • Northborough, MA1 employees
What changed
consecutive filings, newest first
  • Advisory employees · 16 to 14
    Mar 24, 2026 to Apr 22, 2026
  • BD registered reps · 16 to 14
    Mar 24, 2026 to Apr 22, 2026
  • Employees · 16 to 14
    Mar 24, 2026 to Apr 22, 2026
  • Insurance-licensed employees · 15 to 14
    Mar 24, 2026 to Apr 22, 2026
  • State-registered IARs · 16 to 14
    Mar 24, 2026 to Apr 22, 2026
  • Other offices · 7 to 6
    Mar 24, 2026 to Apr 22, 2026
  • Accounts · 1,404 to 1,401
    Nov 11, 2025 to Mar 24, 2026
  • Corporate clients · 3 to 2
    Nov 11, 2025 to Mar 24, 2026
  • HNW clients · 106 to 105
    Nov 11, 2025 to Mar 24, 2026
  • Individual clients · 767 to 774
    Nov 11, 2025 to Mar 24, 2026
  • Pension plan clients · 3 to 2
    Nov 11, 2025 to Mar 24, 2026
  • Other offices · 6 to 7
    Nov 11, 2025 to Mar 24, 2026
  • Discretionary RAUM · $253M to $294M
    Nov 11, 2025 to Mar 24, 2026
  • HNW RAUM · $101M to $120M
    Nov 11, 2025 to Mar 24, 2026
  • Individual RAUM · $151M to $173M
    Nov 11, 2025 to Mar 24, 2026
  • Non-discretionary RAUM · $907,934 to $996,491
    Nov 11, 2025 to Mar 24, 2026
  • Pension RAUM · $407,576 to $511,380
    Nov 11, 2025 to Mar 24, 2026
  • RAUM · $254M to $295M
    Nov 11, 2025 to Mar 24, 2026
  • Advisory employees · 17 to 16
    May 29, 2025 to Nov 11, 2025
  • BD registered reps · 17 to 16
    May 29, 2025 to Nov 11, 2025
  • Employees · 17 to 16
    May 29, 2025 to Nov 11, 2025
  • Insurance-licensed employees · 16 to 15
    May 29, 2025 to Nov 11, 2025
  • State-registered IARs · 17 to 16
    May 29, 2025 to Nov 11, 2025
  • Other offices · 7 to 6
    May 29, 2025 to Nov 11, 2025
  • Advisory employees · 16 to 17
    Mar 20, 2025 to May 29, 2025
  • BD registered reps · 16 to 17
    Mar 20, 2025 to May 29, 2025
  • Employees · 16 to 17
    Mar 20, 2025 to May 29, 2025
  • Insurance-licensed employees · 15 to 16
    Mar 20, 2025 to May 29, 2025
  • Financial planning clients · 11-25 to 11-25
    Mar 20, 2025 to May 29, 2025
  • State-registered IARs · 16 to 17
    Mar 20, 2025 to May 29, 2025
  • Accounts · 1,842 to 1,404
    Jan 29, 2025 to Mar 20, 2025
  • HNW clients · 144 to 106
    Jan 29, 2025 to Mar 20, 2025
  • Individual clients · 876 to 767
    Jan 29, 2025 to Mar 20, 2025
  • Financial planning clients · 51-100 to 11-25
    Jan 29, 2025 to Mar 20, 2025
  • Discretionary RAUM · $388M to $253M
    Jan 29, 2025 to Mar 20, 2025
  • HNW RAUM · $184M to $101M
    Jan 29, 2025 to Mar 20, 2025
  • Individual RAUM · $203M to $151M
    Jan 29, 2025 to Mar 20, 2025
  • Non-discretionary RAUM · $0 to $907,934
    Jan 29, 2025 to Mar 20, 2025
  • Pension RAUM · $209,966 to $407,576
    Jan 29, 2025 to Mar 20, 2025
  • RAUM · $388M to $254M
    Jan 29, 2025 to Mar 20, 2025
Signals
15 dated events
  • Vincent Dallo left Bright Futures Wealth Management, Llc for Cetera Investment Advisers Llc (registered 2024-03-22)
    Apr 21, 2026 · Advisor changed firm · fact
  • Brandon James Butler left Bright Futures Wealth Management, Llc for Cetera Investment Advisers Llc (registered 2024-03-21)
    Apr 21, 2026 · Advisor changed firm · fact
  • 2 advisors left Bright Futures Wealth Management, LLC (Webster, NY) for Cetera Investment Advisers LLC on the same day
    Apr 21, 2026 · Team lift-out · derived
  • Solomon Massey left Bright Futures Wealth Management, Llc for Cetera Investment Advisers Llc (registered 2024-03-21)
    Nov 4, 2025 · Advisor changed firm · fact
  • Bright Futures Wealth Management, Llc reported RAUM $254.4M, down 35% from $388.4M (2025-01-29 to 2025-03-20)
    Mar 20, 2025 · RAUM change · derived
  • Kevin Tavas left Bright Futures Wealth Management, Llc for Cetera Investment Advisers Llc (registered 2024-03-21)
    Jan 7, 2025 · Advisor changed firm · fact
  • Oren Guzman left Bright Futures Wealth Management, Llc for Cetera Investment Advisers Llc (registered 2024-03-21)
    Jan 7, 2025 · Advisor changed firm · fact
  • Bruce Andrew Berman left Bright Futures Wealth Management, Llc for Cetera Investment Advisers Llc (registered 2024-03-21)
    Dec 24, 2024 · Advisor changed firm · fact
  • 2 advisors left Bright Futures Wealth Management, LLC (Wilmette, IL) for Cetera Investment Advisers LLC within 14 days
    Dec 24, 2024 · Team lift-out · derived
  • Collin Robert Fingon left Bright Futures Wealth Management, Llc for Cetera Investment Advisers Llc (registered 2024-03-21)
    Oct 2, 2024 · Advisor changed firm · fact
  • 10 advisors left Cetera Advisors LLC (Pittsford, NY) for Bright Futures Wealth Management, LLC a day apart
    Mar 21, 2024 · Team lift-out · derived
  • 2 advisors left Cetera Advisors LLC (Boylston, MA) for Bright Futures Wealth Management, LLC on the same day
    Mar 21, 2024 · Team lift-out · derived
  • 2 advisors left Cetera Advisors LLC (Wilmette, IL) for Bright Futures Wealth Management, LLC on the same day
    Mar 21, 2024 · Team lift-out · derived
  • Christopher Cook left Bright Futures Wealth Management, Llc for Bria Capital Group, Llc (registered 2025-11-19)
    Jun 2, 2022 · Advisor changed firm · fact
  • Bright Futures Wealth Management, Llc filed its initial SEC registration (Form ADV)
    Dec 16, 2016 · First SEC registration · 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
718-551-7131reportedpublished by the firm, firm site, Sep 16, 2026
Firm profile
LINKEDIN.COM/COMPANY/BRIGHT-FUTURES-WEALTH-MANAGEMENT-LLCreportedpublic record, Form ADV, Sep 17, 2026
Website
perrottowealth.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
(585) 231-1595reportedpublic record, Form ADV, Apr 22, 2026
Team page
perrottowealth.com/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
$21.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026