Bright Road Wealth Management, LLC
● SEC registered since 2020CRD 164408SEC# 801-117890Anchorage, AK
Reg. AUM
$443.3M
Employees
13
Accounts
2,182
Location
Anchorage, AK
Bright Road Wealth Management, LLC assets under management
Bright Road Wealth Management, LLC is an SEC-registered investment adviser based in Anchorage, AK. The firm has been registered since 2020. It reports $443.3 million in regulatory assets under management and employs 13 people.
Bright Road Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Kent Pinkston Control | Managing Member | 50-75% | 2012 |
| Jayson Dee Owens | Minority Owner | 25-50% | 2022 |
| Joel Daniel Hergenreter | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Bright Road Wealth Management, LLC manage?
Bright Road Wealth Management, LLC reports $443.3 million in regulatory assets under management on its Form ADV.
How many employees does Bright Road Wealth Management, LLC have?
Bright Road Wealth Management, LLC reports 13 employees.
Where is Bright Road Wealth Management, LLC located?
Bright Road Wealth Management, LLC is based in Anchorage, AK and has been SEC-registered since 2020.
Does Bright Road Wealth Management, LLC disclose fund performance?
Bright Road 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 | 405 W. 36th Avenue, Suite 212, Anchorage, AK 99503 |
| Phone | (907) 339-1555 |
| Fax | (888) 472-5078 |
| Office hours | 9:00a.m. -5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$443.3M▲ 27%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$443.3Mregulatory AUM
Discretionary $431.7MNon-discretionary $11.6M