Bright Futures Wealth Management, LLC

RIASEC RegisteredEst. 2017
Total AUM
$295M
Discretionary
$294M
100% of AUM
Avg account
$210K
Accounts
1,401
Employees
14
Advisory reps
17

Firm details

Headquarters
Webster, New York
CRD number
284920
Registered since
January 3, 2017
Website
www.brightftr.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals58.83%
  • HNWI40.64%
  • Charitable Organizations0.27%
  • Pension & Profit Sharing Plans0.17%
  • Corporations / Businesses0.09%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bright Futures Wealth Management, LLC is an independent, SEC-registered registered investment adviser formed as a limited liability company in 2017 and owned by an individual. The firm serves both individual & family and institutional clients and acts as a capital allocator, hiring outside managers where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 44%, Exchange Traded Equities 23%, Investment Grade Corp Bonds 16%, Cash & Cash Equivalents 12%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Other 1%44%
  • Public Funds/Mutual Funds44%
  • Exchange Traded Equities23%
  • Investment Grade Corp Bonds16%
  • Cash & Cash Equivalents12%
  • Non-Exchange Traded Equities1%

Owners & executives

2 of 2
  • Lourdes Dejesus

    Lourdes Dejesus

    Chief Operating OfficerCRD 5907549

  • Keith Condemi

    Keith Condemi

    CEOCRD 2220446

Contacts

3 of 15
  • Craig Lefeber

    Craig Lefeber

    Financial AdvisorCRD 2539782

  • Melissa Florin

    Melissa Florin

    AssistantCRD 4136793

  • Martin Paul

    Financial ProfessionalCRD 358209

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 144

Active vs passive

$118M in ETFs

Passive

64%

$75.4M

Active

24%

$42.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANECK CLO ETF (CLOI)VanEckActiveUltrashort Bond$3.9M73,9283.31%
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Location

Primary office

Webster, NY

Monroe

Location

Webster, NY

Headquartered in Webster, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
Monroe
Address
1630 Empire Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth