Brightpath Wealth Advisors LLC

RIAState Registered

Total AUM

$69.6M

Discretionary

$69.6M

100% of AUM

Avg account

$231K

Accounts

302

Employees

Advisory reps

Firm details

Headquarters: Crofton, Maryland
CRD number: 164209
Website: www.brightpathgroup.com
Custodians: CHARLES SCHWAB & CO., INC., FREEDOM/ GOLDMAN SACHS
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.89%
Individuals46.11%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Brightpath Wealth Advisors LLC is an independent, owner-operated registered investment adviser focused on individual and family clients. The firm acts as a capital allocator and offers a mix of fee arrangements (percentage of AUM, hourly charges and fixed fees) to support financial planning and portfolio management for individuals and small businesses. Core advisory services include financial planning, discretionary portfolio management, selection of third‑party advisers, and client education through seminars and workshops. The firm does not position itself as an ESG investor.