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BRIGHTPLAN LLC

SAN JOSE, CA · CRD 283790 · IAPD ↗ · brightplan.com · 408-933-6188

$0Regulatory AUM
9Advisory reps
53Employees
37773Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — BRIGHTPLAN LLC notice-filed in AK, PR, SD, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — BRIGHTPLAN LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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