Bright Wealth Management, LLC

RIASEC Registered
Total AUM
$265M
Discretionary
$265M
100% of AUM
Avg account
$554K
Accounts
478
Employees
7
Advisory reps
7

Firm details

Headquarters
Lewisville, Texas
CRD number
169771
Registered since
June 11, 2024
Website
www.brightwealthmanagement.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI76.33%
  • Individuals14.62%
  • Corporations / Businesses4.91%
  • Charitable Organizations4.14%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bright Wealth Management, LLC is an independent limited liability RIA that registered with the SEC in 2024. The firm identifies as a capital allocator that serves both individual and family clients as well as institutional accounts. Its fee model is primarily a percentage of assets under management, with other fee arrangements also noted. Advisory capabilities include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm 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 67%, Exchange Traded Equities 20%, US Government Bonds 5%, State & Local Bonds 5%, Cash & Cash Equivalents 3%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities20%
  • US Government Bonds5%
  • State & Local Bonds5%
  • Cash & Cash Equivalents3%

Contacts

3 of 7
  • Paul Thibodeaux

    Paul Thibodeaux

    President and Managing DirectorCRD 4142971

  • Arthur Crowley

    Arthur Crowley

    Financial AdvisorCRD 6160050

  • Mark Lagrone

    Mark Lagrone

    Senior Vice President & Director of InvestmentsCRD 5951830

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lewisville, TX

Denton

Location

Lewisville, TX

Headquartered in Lewisville, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Denton
Address
4400 State Highway 121
Time zone
CT (UTC-6)
Office locations

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