Brightpath Wealth Planning, LLC

RIASEC RegisteredEst. 2021

Total AUM

$206M

Discretionary

$206M

100% of AUM

Avg account

$418K

Accounts

492

Employees

Advisory reps

Firm details

Headquarters: Camarillo, California
CRD number: 160563
Registered since: November 22, 2021
Website: www.brightpathwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.16%
Individuals13.71%
Charitable Organizations1.6%
Pension & Profit Sharing Plans0.5%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Brightpath Wealth Planning, LLC is an independent, individual-owned RIA that registered with the SEC in 2021. The firm positions itself as a hybrid planner-allocator: it offers financial planning and portfolio management for individuals and small businesses, provides pension consulting and selection-of-adviser services, and acts as a capital allocator into third-party managers. Its client base spans individuals, families and institutional relationships. Compensation is mixed — the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements. Brightpath is not an active ESG investor and does not operate as a multi-state adviser per the available flags.