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 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
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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