Bright Wealth Management, LLC
Firm details
- Headquarters
- Lewisville, Texas
- CRD number
- 169771
- Registered since
- June 11, 2024
- 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
FINTRXOverview
Bright Wealth Management, LLC is an SEC-registered advisory firm (registration year 2024) organized as an LLC. The firm acts as a capital allocator and serves both individual & family and institutional clients. Its advisory mandate covers portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Bright Wealth Management charges fees based on a percentage of assets under management alongside other fee arrangements. The firm is not positioned as an ESG investor and is identified as a single-state adviser for regulatory purposes, despite operating multiple offices.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities20%
- US Government Bonds5%
- State & Local Bonds5%
- Cash & Cash Equivalents3%
Contacts
3 of 7
Paul Thibodeaux
President and Managing DirectorCRD 4142971
Arthur Crowley
Financial AdvisorCRD 6160050
Mark Lagrone
Senior Vice President & Director of InvestmentsCRD 5951830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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