Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

BRIGHT ROAD WEALTH MANAGEMENT, LLC

dba BRIGHT ROAD WEALTH MANAGEMENT, LLC · CRD 164408 · Registered Investment Adviser

BRIGHT ROAD WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in ANCHORAGE, AK. The firm reports $443,261,739 in regulatory assets under management across 2,182 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$431,681,868
Non-discretionary$11,579,871
Total RAUM$443,261,739
Accounts2,182

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 164408. adviserinfo.sec.gov/firm/summary/164408.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.