Brighton Wealth Management, Inc.
Firm details
- Headquarters
- Cottonwood Heights, Utah
- CRD number
- 148457
- Website
- brightonwealth.com
- 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
FINTRXOverview
Brighton Wealth Management, Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm serves both individual and family clients as well as institutional relationships, and lists financial planning and portfolio management for individuals and small businesses as its core advisory activities. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Brighton identifies itself as an active ESG investor, and it does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds52%
- Exchange Traded Equities43%
- Derivatives3%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1Eric Stats
PresidentCRD 2161085
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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