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BRIGHT FUTURES WEALTH MANAGEMENT, LLC

WEBSTER, NY · CRD 284920 · IAPD ↗ · (585) 231-1595

$294.5MRegulatory AUM
14Advisory reps
14Employees
15Clients
11-25Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — BRIGHT FUTURES WEALTH MANAGEMENT, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2025 — BRIGHT FUTURES WEALTH MANAGEMENT, LLC reported RAUM down 35% ($388.4M -> $254.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
July 2024 — BRIGHT FUTURES WEALTH MANAGEMENT, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — BRIGHT FUTURES WEALTH MANAGEMENT, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2024 — BRIGHT FUTURES WEALTH MANAGEMENT, LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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