BRIGHTON WEALTH MANAGEMENT, INC.

RIASEC Registered
Total AUM
$132M
Discretionary
$130M
99% of AUM
Avg account
$450K
Accounts
293
Employees
5
Advisory reps
1

Firm details

Headquarters
COTTONWOOD HEIGHTS, Utah
CRD number
148457
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.32%
  • Individuals29.13%
  • Pension & Profit Sharing Plans3.02%
  • Corporations / Businesses0.53%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Brighton Wealth Management, Inc. is an independent registered investment adviser operating as a corporation under individual ownership. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and also serves certain institutional clients. Fee structures include percentage-of-AUM arrangements alongside hourly and fixed-fee engagements, which allows the firm to advise both custody-based investment relationships and planning-only clients. Investment activity is centered on public funds and mutual funds as the primary vehicle for core exposures, paired with discretionary portfolio management—the firm reports nearly all assets as discretionary. Brighton signals an ESG orientation and incorporates ESG considerations into manager or product selection. The firm does not act as a capital allocator or related adviser, and it is not structured as a multi-state or pension-consulting specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 43%, Derivatives 3%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities43%
  • Derivatives3%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • ERIC STATS

    PresidentCRD 2161085

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

COTTONWOOD HEIGHTS, UT

SALT LAKE

Location

COTTONWOOD HEIGHTS, UT

Headquartered in COTTONWOOD HEIGHTS, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
6975 S Union Park Ctr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth