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BRIGHTPATH WEALTH PLANNING, LLC

CAMARILLO, CA · CRD 160563 · IAPD ↗ · 805-764-0335

$205.8MRegulatory AUM
1Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — BRIGHTPATH WEALTH PLANNING, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — BRIGHTPATH WEALTH PLANNING, LLC now reports custody of client assets ($40.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2024 — BRIGHTPATH WEALTH PLANNING, LLC reported RAUM up 27% ($129.6M -> $164.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.