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BRIGHTREE WEALTH MANAGEMENT, LLC

· CRD 304721 · IAPD ↗ · brightfg.com · 808-521-4401

$179.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — BRIGHTREE WEALTH MANAGEMENT, LLC reported RAUM up 66% ($108.0M -> $179.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — BRIGHTREE WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $108.0M RAUM and 1 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.