BRIGHT VISION WEALTH

Overview

Bright Vision Wealth is an independent registered investment advisor organized as an LLC and run by an individual owner. The firm serves individual and family clients and positions itself as a capital allocator, using both in-house advice and selection of outside managers to build client portfolios. Advisory services emphasize financial planning and the selection of other advisers rather than acting as a large multi-state or institutional consultant. The firm’s filings show a clear preference for equity exposure, with exchange-traded equities representing the single largest asset category in client portfolios. Fee arrangements combine a percentage of assets under management with flat-fee engagements, and the firm reports no active ESG investing program. Because the firm reports its assets as non‑discretionary, managers at Bright Vision Wealth typically implement plans in consultation with clients or via mandates that limit trading authority. The advisory model therefore appears geared toward personalized planning and delegated manager selection rather than high-frequency, discretionary trading.

Assets & Accounts

Public Holdings

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Location & Offices