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 RIA formed and SEC-registered in 2017 that serves individuals, families and institutional clients. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, pension-consulting work and selection/oversight of third‑party advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Bright Futures does not identify 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

    Chief Operating OfficerCRD 5907549

  • KEITH CONDEMI

    CEOCRD 2220446

Contacts

3 of 15

  • CRAIG LEFEBER

    Financial AdvisorCRD 2539782

  • 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 132

Active vs passive

$112M in ETFs

Passive

65%

$73M

Active

26%

$39.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANECK CLO ETF (CLOI)VanEckActiveUltrashort Bond$4.2M78,8313.69%
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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