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 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
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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