Bright Lake Wealth Management, LLC
● SEC registered since 2026CRD 323513SEC# 801-135764Roseville, CA
Reg. AUM
$103.6M
Employees
17
Accounts
919
Location
Roseville, CA
Bright Lake Wealth Management, LLC assets under management
Bright Lake Wealth Management, LLC is an investment advisory firm registered with the SEC based in Roseville, CA. The firm has been registered since 2026. It reports $103.6 million in regulatory assets under management and employs 17 people.
Bright Lake Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Michael Giggey | Chief Compliance Officer | Under 5% | 2026 |
| Theodore John Thatcher Control | Chief Executive Officer | Over 75% | 2022 |
Frequently asked questions
How much does Bright Lake Wealth Management, LLC manage?
Bright Lake Wealth Management, LLC reports $103.6 million in regulatory assets under management on its Form ADV.
How many employees does Bright Lake Wealth Management, LLC have?
Bright Lake Wealth Management, LLC reports 17 employees.
Where is Bright Lake Wealth Management, LLC located?
Bright Lake Wealth Management, LLC is based in Roseville, CA and has been SEC-registered since 2026.
Does Bright Lake Wealth Management, LLC disclose fund performance?
Bright Lake 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 | 2220 Douglas Blvd, Suite 150, Roseville, CA 95661 |
| Phone | (530) 395-0202 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$103.6MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$103.6Mregulatory AUM
Discretionary $103MNon-discretionary $693K