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, privately owned registered investment adviser organized as a corporation. The firm serves both individual and family clients as well as institutional clients, focusing advisory activity on financial planning and portfolio management for individuals and small businesses. Its fees are a mix of percentage-of-AUM, hourly charges, and fixed fees rather than a single fee model. The firm reports being an active ESG investor, and it does not present itself as a multi-state adviser or a separate capital allocator. Brighton does not appear to operate a separate affiliated adviser; its model leans on third-party managers and pooled investment vehicles rather than proprietary fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Eric Stats

    PresidentCRD 2161085

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

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