BRIGHT ROAD WEALTH MANAGEMENT, LLC
CRD #164408 SEC #801-117890 ANCHORAGE, AK (907) 339-1555
SEC Registered
Total AUM
$349.5M
Discretionary
$334.2M
Employees
13
Clients
251
Accounts
1,919
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $349.5M | $334.2M | $15.3M | 13 | 8 |
| Nov 2025 | $349.5M | $334.2M | $15.3M | 13 | 8 |
| Sep 2025 | $349.5M | $334.2M | $15.3M | 12 | 8 |
| Jul 2025 | $349.5M | $334.2M | $15.3M | 12 | 8 |
| Feb 2025 | $349.5M | $334.2M | $15.3M | 12 | 8 |
| Mar 2024 | $284.1M | $272.4M | $11.7M | 10 | 7 |
| Aug 2023 | $209.2M | $199.4M | $9.8M | 10 | 6 |
| Mar 2023 | $209.2M | $199.4M | $9.8M | 9 | 6 |
| Aug 2022 | $186.5M | $176.1M | $10.4M | 8 | 0 |
| Mar 2022 | $186.5M | $176.1M | $10.4M | 8 | 0 |
| Nov 2021 | $148.9M | $141.8M | $7M | 3 | 0 |
| Sep 2021 | $148.9M | $141.8M | $7M | 3 | 0 |
| Mar 2021 | $148.9M | $141.8M | $7M | 3 | 0 |
| Jun 2020 | $102.8M | $98.3M | $4.4M | 3 | 5 |
| Apr 2020 | $102.8M | $98.3M | $4.4M | 3 | 5 |
| Dec 2019 | $112.4M | $107.9M | $4.5M | 4 | 5 |
DateDec 2025
Total AUM$349.5M
Discretionary$334.2M
Non-Disc.$15.3M
Employees13
Clients8
DateNov 2025
Total AUM$349.5M
Discretionary$334.2M
Non-Disc.$15.3M
Employees13
Clients8
DateSep 2025
Total AUM$349.5M
Discretionary$334.2M
Non-Disc.$15.3M
Employees12
Clients8
DateJul 2025
Total AUM$349.5M
Discretionary$334.2M
Non-Disc.$15.3M
Employees12
Clients8
DateFeb 2025
Total AUM$349.5M
Discretionary$334.2M
Non-Disc.$15.3M
Employees12
Clients8
DateMar 2024
Total AUM$284.1M
Discretionary$272.4M
Non-Disc.$11.7M
Employees10
Clients7
DateAug 2023
Total AUM$209.2M
Discretionary$199.4M
Non-Disc.$9.8M
Employees10
Clients6
DateMar 2023
Total AUM$209.2M
Discretionary$199.4M
Non-Disc.$9.8M
Employees9
Clients6
DateAug 2022
Total AUM$186.5M
Discretionary$176.1M
Non-Disc.$10.4M
Employees8
Clients0
DateMar 2022
Total AUM$186.5M
Discretionary$176.1M
Non-Disc.$10.4M
Employees8
Clients0
DateNov 2021
Total AUM$148.9M
Discretionary$141.8M
Non-Disc.$7M
Employees3
Clients0
DateSep 2021
Total AUM$148.9M
Discretionary$141.8M
Non-Disc.$7M
Employees3
Clients0
DateMar 2021
Total AUM$148.9M
Discretionary$141.8M
Non-Disc.$7M
Employees3
Clients0
DateJun 2020
Total AUM$102.8M
Discretionary$98.3M
Non-Disc.$4.4M
Employees3
Clients5
DateApr 2020
Total AUM$102.8M
Discretionary$98.3M
Non-Disc.$4.4M
Employees3
Clients5
DateDec 2019
Total AUM$112.4M
Discretionary$107.9M
Non-Disc.$4.5M
Employees4
Clients5