BRIGHTWATER ADVISORY, LLC
CRD #169806 SEC #801-110500 TAMPA, FL 813-251-6310
SEC Registered
Total AUM
$276.6M
Discretionary
$260.6M
Employees
6
Clients
101
Accounts
712
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $276.6M | $260.6M | $16M | 6 | 0 |
| Mar 2024 | $240.2M | $233M | $7.2M | 6 | 0 |
| Mar 2023 | $210.5M | $203.4M | $7.1M | 6 | 0 |
| Mar 2022 | $220.3M | $212.1M | $8.2M | 6 | 0 |
| Mar 2021 | $194.5M | $186.2M | $8.3M | 5 | 0 |
| Jun 2020 | $184M | $178.4M | $5.7M | 5 | 1 |
| Apr 2020 | $184M | $178.4M | $5.7M | 5 | 1 |
| Mar 2020 | $184M | $178.4M | $5.7M | 5 | 1 |
| Mar 2019 | $183.2M | $177.1M | $6.1M | 4 | 0 |
| Oct 2018 | $176.7M | $171M | $5.7M | 5 | 0 |
| Jul 2018 | $176.7M | $171M | $5.7M | 5 | 0 |
| Jun 2018 | $176.7M | $171M | $5.7M | 5 | 0 |
| Mar 2018 | $176.7M | $171M | $5.7M | 5 | 0 |
| Aug 2017 | $165.4M | $158.3M | $7M | 5 | 100 |
| May 2017 | $165.4M | $158.3M | $7M | 5 | 100 |
| Apr 2017 | $165.4M | $158.3M | $7M | 5 | 100 |
| Apr 2017 | $165.4M | $158.3M | $7M | 5 | 100 |
| Apr 2017 | $165.4M | $158.3M | $7M | 5 | 100 |
DateMar 2025
Total AUM$276.6M
Discretionary$260.6M
Non-Disc.$16M
Employees6
Clients0
DateMar 2024
Total AUM$240.2M
Discretionary$233M
Non-Disc.$7.2M
Employees6
Clients0
DateMar 2023
Total AUM$210.5M
Discretionary$203.4M
Non-Disc.$7.1M
Employees6
Clients0
DateMar 2022
Total AUM$220.3M
Discretionary$212.1M
Non-Disc.$8.2M
Employees6
Clients0
DateMar 2021
Total AUM$194.5M
Discretionary$186.2M
Non-Disc.$8.3M
Employees5
Clients0
DateJun 2020
Total AUM$184M
Discretionary$178.4M
Non-Disc.$5.7M
Employees5
Clients1
DateApr 2020
Total AUM$184M
Discretionary$178.4M
Non-Disc.$5.7M
Employees5
Clients1
DateMar 2020
Total AUM$184M
Discretionary$178.4M
Non-Disc.$5.7M
Employees5
Clients1
DateMar 2019
Total AUM$183.2M
Discretionary$177.1M
Non-Disc.$6.1M
Employees4
Clients0
DateOct 2018
Total AUM$176.7M
Discretionary$171M
Non-Disc.$5.7M
Employees5
Clients0
DateJul 2018
Total AUM$176.7M
Discretionary$171M
Non-Disc.$5.7M
Employees5
Clients0
DateJun 2018
Total AUM$176.7M
Discretionary$171M
Non-Disc.$5.7M
Employees5
Clients0
DateMar 2018
Total AUM$176.7M
Discretionary$171M
Non-Disc.$5.7M
Employees5
Clients0
DateAug 2017
Total AUM$165.4M
Discretionary$158.3M
Non-Disc.$7M
Employees5
Clients100
DateMay 2017
Total AUM$165.4M
Discretionary$158.3M
Non-Disc.$7M
Employees5
Clients100
DateApr 2017
Total AUM$165.4M
Discretionary$158.3M
Non-Disc.$7M
Employees5
Clients100
DateApr 2017
Total AUM$165.4M
Discretionary$158.3M
Non-Disc.$7M
Employees5
Clients100
DateApr 2017
Total AUM$165.4M
Discretionary$158.3M
Non-Disc.$7M
Employees5
Clients100