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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOZAK, PETER, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, PETER, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, PETER, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, PETER, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, PETER, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, PETER, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, PETER, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, PETER, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, PETER, PAUL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (1)
CA
Address
5999 RIDGE VIEW STREETSUITE B
CAMARILLO, CA 93012
United States
Phone: 805-764-0335