BRIGHTWATER ADVISORY, LLC

RIASEC RegisteredEst. 2017

Total AUM

$304M

Discretionary

$293M

96% of AUM

Avg account

$423K

Accounts

718

Employees

Advisory reps

Firm details

Headquarters: TAMPA, Florida
CRD number: 169806
Registered since: May 16, 2017
Website: www.brightwateradvisory.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.02%
Individuals9.56%
Charitable Organizations1.51%
Pension & Profit Sharing Plans1.02%
Corporations / Businesses0.89%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Brightwater Advisory, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and operating since 2017. The firm is owned by an individual and serves both individual & family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, delivered under a mix of fee arrangements including a percentage of assets under management, hourly charges and fixed fees. Brightwater does not present itself as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi‑state adviser.