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BRIGHT LAKE WEALTH MANAGEMENT, LLC

REDDING, CA · CRD 323513 · IAPD ↗ · brightlakewealth.com · (530) 395-0202

$103.6MRegulatory AUM
4Advisory reps
17Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — BRIGHT LAKE WEALTH MANAGEMENT, LLC moved its main office from ROSEVILLE, CA to REDDING, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
May 2026 — BRIGHT LAKE WEALTH MANAGEMENT, LLC (ROSEVILLE, CA) is newly SEC-registered with $103.6M RAUM and 4 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.