BRIGHT LAKE WEALTH MANAGEMENT, LLC

Overview

Bright Lake Wealth Management, LLC is an independent, individual-owned registered investment adviser that identifies as a capital allocator for individual and family clients. The firm is SEC-registered as of 2026 and charges clients via a percentage-of-AUM model alongside fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm is not an active ESG investor and does not identify as a pension consultant or related adviser. It also lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

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Location & Offices