Bright Futures Wealth Management, LLC
● SEC registered since 2017CRD 284920SEC# 801-108869Webster, NY
Reg. AUM
$294.5M
Employees
14
Accounts
1,401
Location
Webster, NY
Bright Futures Wealth Management, LLC assets under management
Bright Futures Wealth Management, LLC is an SEC-registered investment adviser based in Webster, NY. The firm has been registered since 2017. It reports $294.5 million in regulatory assets under management and employs 14 people.
Bright Futures Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Donald Lefeber | Member/Cco | 5-10% | 2017 |
| Keith Edward Condemi Control | Managing Member | 50-75% | 2017 |
| Lourdes Michel Dejesus | Member | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Bright Futures Wealth Management, LLC manage?
Bright Futures Wealth Management, LLC reports $294.5 million in regulatory assets under management on its Form ADV.
How many employees does Bright Futures Wealth Management, LLC have?
Bright Futures Wealth Management, LLC reports 14 employees.
Where is Bright Futures Wealth Management, LLC located?
Bright Futures Wealth Management, LLC is based in Webster, NY and has been SEC-registered since 2017.
Does Bright Futures Wealth Management, LLC disclose fund performance?
Bright Futures Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1630 Empire Blvd., Suite 100, Webster, NY 14580 |
| Phone | (585) 231-1595 |
| Fax | (585)231-1589 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$294.5M▼ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$294.5Mregulatory AUM
Discretionary $293.5MNon-discretionary $996K