BRIGHTSCAPE INVESTMENT CENTERS

RIASEC Registered
Total AUM
$131M
Discretionary
$46.7M
36% of AUM
Avg account
$335K
Accounts
392
Employees
3
Advisory reps
3

Firm details

Headquarters
Scottsdale, Arizona
CRD number
129597
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types
  • HNWI82.31%
  • Individuals15.5%
  • Corporations / Businesses2.19%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Brightscape Investment Centers is an independent registered investment adviser that serves individuals, families and select institutional clients. The firm combines financial planning and portfolio management, offering fee schedules that include percentage-of-AUM arrangements alongside hourly, subscription and fixed-fee options. Brightscape signals an ESG awareness in its investing approach and leans toward diversified, fund-centered portfolios rather than highly concentrated single-stock exposures. On the advisory side the firm focuses on privately managed client relationships—financial planning and portfolio management for individuals and small businesses—while remaining flexible on account structure and fee arrangement. Custody and execution are routed through mainstream custodians, and the firm supplements core public-market allocations with allocations to third‑party alternative managers in areas such as real estate and commodities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 75%, Exchange Traded Equities 18%, State & Local Bonds 2%, Other 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities18%
  • State & Local Bonds2%
  • Other2%
  • US Government Bonds1%

Owners & executives

1 of 1
  • ERIC WEISS

    Founder and CEOCRD 2794607

Contacts

2 of 2
  • Amanda Wray

    AdvisorCRD 6957678

  • KENNETH TURNER

    AdvisorCRD 5262392

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
9375 E Shea Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth