BRIGHT WEALTH MANAGEMENT, LLC
CRD #169771 SEC #801-130450 LEWISVILLE, TX (972) 410-6623
SEC Registered
Total AUM
$229M
Discretionary
$229M
Employees
6
Clients
--
Accounts
399
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $229M | $229M | $0 | 6 | 0 |
| Mar 2025 | $229M | $229M | $0 | 6 | 0 |
| Sep 2024 | $160M | $160M | $0 | 6 | 0 |
| Sep 2024 | $160M | $160M | $0 | 6 | 0 |
| Jul 2024 | $160M | $160M | $0 | 6 | 0 |
| May 2024 | $160M | $160M | $0 | 6 | 0 |
| May 2024 | $160M | $160M | $0 | 6 | 0 |
DateNov 2025
Total AUM$229M
Discretionary$229M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$229M
Discretionary$229M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients0