BRIGHTPATH WEALTH PLANNING, LLC
CRD #160563 SEC #801-122732 CAMARILLO, CA 805-764-0335
SEC Registered
Total AUM
$186.7M
Discretionary
$180.6M
Employees
4
Clients
10
Accounts
461
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $186.7M | $180.6M | $6.1M | 4 | 0 |
| Sep 2024 | $164.5M | $164.5M | $0 | 4 | 0 |
| Mar 2024 | $164.5M | $164.5M | $0 | 4 | 0 |
| Nov 2023 | $129.6M | $129.6M | $0 | 4 | 0 |
| Mar 2023 | $129.6M | $129.6M | $0 | 4 | 0 |
| Apr 2022 | $141.4M | $141.4M | $0 | 3 | 0 |
| Mar 2022 | $141.4M | $141.4M | $0 | 3 | 0 |
| Oct 2021 | $109.4M | $109.4M | $0 | 3 | 0 |
DateMar 2025
Total AUM$186.7M
Discretionary$180.6M
Non-Disc.$6.1M
Employees4
Clients0
DateSep 2024
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees3
Clients0