BRIGHTPATH WEALTH PLANNING, LLC

Overview

Brightpath Wealth Planning, LLC is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for both individuals/families and select institutional clients. The firm emphasizes discretionary portfolio management and comprehensive financial planning, and it also provides pension consulting and the selection of other advisers when clients require access to external managers. Brightpath favors pooled public funds — primarily mutual funds — as the core building blocks of client portfolios, using those vehicles for diversified equity and fixed-income exposure while layering third-party alternative managers where appropriate. The firm charges a mix of fees: a percentage of assets under management alongside hourly and fixed-fee engagements for planning or consulting work. Brightpath is not an active ESG investor and does not operate as a multi-state adviser; it was registered with the SEC in 2021 and retains a relatively focused operating footprint.

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Public Holdings

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Location & Offices