Bridgelight Financial Advisors, Inc
● SEC registered since 2025CRD 139518SEC# 801-134346Shelton, CT
Reg. AUM
$150.8M
Employees
3
Accounts
718
Location
Shelton, CT
Bridgelight Financial Advisors, Inc assets under management
Bridgelight Financial Advisors, Inc operates as an SEC-registered investment adviser based in Shelton, CT. The firm has been registered since 2025. It reports $150.8 million in regulatory assets under management and employs 3 people.
Bridgelight Financial Advisors, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Thomas Leavitt Control | President, Cco | Over 75% | 2005 |
Frequently asked questions
How much does Bridgelight Financial Advisors, Inc manage?
Bridgelight Financial Advisors, Inc reports $150.8 million in regulatory assets under management on its Form ADV.
How many employees does Bridgelight Financial Advisors, Inc have?
Bridgelight Financial Advisors, Inc reports 3 employees.
Where is Bridgelight Financial Advisors, Inc located?
Bridgelight Financial Advisors, Inc is based in Shelton, CT and has been SEC-registered since 2025.
Does Bridgelight Financial Advisors, Inc disclose fund performance?
Bridgelight Financial Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Enterprise Drive, Suite 405, Shelton, CT 06484 |
| Phone | 203-795-7080 |
| Fax | 203-795-7082 |
| Office hours | 8:30-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$150.8M▲ 8%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$150.8Mregulatory AUM
Discretionary $148.8MNon-discretionary $2M