BRIGHT LAKE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$103,644,423
Discretionary
$102,951,085
Non-discretionary
$693,338
Firm details
- CRD number
- 323513
- SEC file number
- 801-135764
- Main office
- REDDING, CA, United States
- Employees
- 17
- SEC status
- Approved
- Website
- http://brightlakewealth.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.