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BRIGHT PORTFOLIOS, LLC

LEE'S SUMMIT, MO · CRD 288605 · IAPD ↗ · brightportfolios.com · 877-274-7678

$135.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

58
April 2026 — BRIGHT PORTFOLIOS, LLC reported RAUM up 67% ($81.1M -> $135.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
January 2025 — BRIGHT PORTFOLIOS, LLC (LEE'S SUMMIT, MO) is newly SEC-registered with $0 RAUM and 3 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.