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BRIGHT WEALTH MANAGEMENT, LLC

LEWISVILLE, TX · CRD 169771 · IAPD ↗ · (972) 410-6623

$265.0MRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
May 2026 — BRIGHT WEALTH MANAGEMENT, LLC now reports custody of client assets ($69.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2026 — BRIGHT WEALTH MANAGEMENT, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
December 2025 — BRIGHT WEALTH MANAGEMENT, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — BRIGHT WEALTH MANAGEMENT, LLC reported RAUM up 43% ($160.0M -> $229.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
October 2024 — BRIGHT WEALTH MANAGEMENT, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2024 — BRIGHT WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
July 2024 — BRIGHT WEALTH MANAGEMENT, LLC (LEWISVILLE, TX) is newly SEC-registered with $160.0M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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