BRIGHTSCAPE INVESTMENT CENTERS
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 129597
- Website
- brightscape.com
- 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
FINTRXOverview
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
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 Funds75%
- Exchange Traded Equities18%
- State & Local Bonds2%
- Other2%
- US Government Bonds1%
Owners & executives
1 of 1ERIC WEISS
Founder and CEOCRD 2794607
Contacts
2 of 2Amanda Wray
AdvisorCRD 6957678
KENNETH TURNER
AdvisorCRD 5262392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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