BRIGHT PORTFOLIOS, LLC
CRD #288605 SEC #801-131622 LEE'S SUMMIT, MO 877-274-7678
SEC Registered
Total AUM
$81.1M
Discretionary
$81.1M
Employees
4
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 18, 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 |
|---|---|---|---|---|
| MALICK, BENJAMIN, J | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MALICK, BENJAMIN, J | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MALICK, BENJAMIN, J | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MALICK, BENJAMIN, J | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| STRICKLIN, STEPHEN | I | MANAGER | NA | Control |
| STRICKLIN, STEPHEN | I | MANAGER | NA | Control |
| STRICKLIN, STEPHEN | I | MANAGER | NA | Control |
| STRICKLIN, STEPHEN | I | MANAGER | NA | Control |
| THREE NINE INVESTMENTS LLC | DE | MEMBER | D | |
| THREE NINE INVESTMENTS LLC | DE | MEMBER | D | |
| THREE NINE INVESTMENTS LLC | DE | MEMBER | D | Control |
| THREE NINE INVESTMENTS LLC | DE | MEMBER | D | Control |
| WISE WEALTH, LLC | DE | MEMBER | D | Control |
| WISE WEALTH, LLC | DE | MEMBER | D | Control |
| WISE WEALTH, LLC | DE | MEMBER | D | Control |
| WISE WEALTH, LLC | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MALICK, BENJAMIN, J | I | THREE NINE FINANCIAL, LLC | E | Control |
| MALICK, BENJAMIN, J | I | THREE NINE FINANCIAL, LLC | E | Control |
| STRICKLIN, STEPHEN | I | WISE WEALTH, LLC | E | Control |
| STRICKLIN, STEPHEN | I | WISE WEALTH, LLC | E | Control |
Registrations
Federal
IA
Aug 18, 2025 REGISTERED
Notice Filings (1)
MO
Address
11 SE 2ND STLEE'S SUMMIT, MO 64063
United States
Phone: 877-274-7678