Wealth Manager
    SEC Registered
    Manages Private Funds

    Bright Road Wealth Management, LLC

    Registered investment advisor · Anchorage, Alaska · CRD #164408

    Assets Under Management
    $443M
    Client Accounts
    2,182
    Employees
    13
    CRD Number
    164408
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bright Road Wealth Management, LLC

    Bright Road Wealth Management, LLC is a fee-only, independent investment advisory firm offering personalized wealth management services. It has offices in Texas, Alaska, and Washington. The firm is registered with the SEC and complies with state regulatory requirements.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bright Road Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Bright Road Wealth Management, LLC's AUM?

    Bright Road Wealth Management, LLC reports approximately $443M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bright Road Wealth Management, LLC headquartered?

    Bright Road Wealth Management, LLC is headquartered in Anchorage, Alaska.

    What is Bright Road Wealth Management, LLC's CRD number?

    Bright Road Wealth Management, LLC's CRD number is 164408. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bright Road Wealth Management, LLC manage?

    Bright Road Wealth Management, LLC manages approximately 2,182 client accounts according to its latest SEC filing.

    Is Bright Road Wealth Management, LLC SEC registered?

    Yes, Bright Road Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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