BRIGHTTREE WEALTH MANAGEMENT, LLC
Doing business as BRIGHTREE WEALTH MANAGEMENT, LLC. SEC Form ADV profile.
Total regulatory AUM
$179,000,920
Discretionary
$179,000,920
Non-discretionary
$0
Firm details
- CRD number
- 304721
- SEC file number
- 801-132470
- Employees
- 3
- SEC status
- Approved
- Website
- https://brightfg.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.