BRIGHTEDGE WEALTH MANAGEMENT

Overview

Brightedge Wealth Management operates as a small, individual-owned limited liability company focused on advisory work for individuals and small businesses. The firm’s stated advisory activities center on financial planning, portfolio management for individuals and small businesses, and delivering educational seminars and workshops. Its fee model combines a percentage-of-assets-under-management component with hourly charges, and it does not position itself as an ESG-focused allocator or a multi-state adviser. All client relationships reported to date are managed on a non-discretionary basis, which means Brightedge typically provides advice and recommendations while clients retain final trade authority. The firm is not listed as a pension consultant, a related adviser to other firms, or a capital allocator in the available disclosures.

Assets & Accounts

Investments & Alternatives

Location & Offices