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Bright Wealth Management, LLC

● SEC registered since 2024CRD 169771SEC# 801-130450Lewisville, TX
Export (members)
Reg. AUM
$265M
Employees
7
Accounts
478
Location
Lewisville, TX

Bright Wealth Management, LLC assets under management

Bright Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Lewisville, TX. The firm has been registered since 2024. It reports $265 million in regulatory assets under management and employs 7 people.

Bright Wealth Management, LLC owners & executives

22 reported
NameTitleOwnershipSince
Bright Capital Group, LLC ControlSole MemberOver 75%2013
Paul L Thibodeaux ControlPresident/Managing Director/Chief Compliance OfficerUnder 5%2017
Bright Industries, LLC ControlManaging MemberOver 75%2012
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Frequently asked questions

How much does Bright Wealth Management, LLC manage?

Bright Wealth Management, LLC reports $265 million in regulatory assets under management on its Form ADV.

How many employees does Bright Wealth Management, LLC have?

Bright Wealth Management, LLC reports 7 employees.

Where is Bright Wealth Management, LLC located?

Bright Wealth Management, LLC is based in Lewisville, TX and has been SEC-registered since 2024.

Does Bright Wealth Management, LLC disclose fund performance?

Bright Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4400 State Highway 121, Suite 400, Lewisville, TX 75056
Phone(972) 410-6623
Fax(972) 410-6601
Office hours8:00 a.m. - 5:00 p.m. Cst
SEC regionFort Worth Regional Office (FWRO)
CIK1866936
Discloses disciplinary historyNo

Regulatory AUM

$265M▲ 16%
Mar '25 — $229MApr '25 — $229MMay '25 — $229MJun '25 — $229MJul '25 — $229MAug '25 — $229MSep '25 — $229MOct '25 — $229MNov '25 — $229MDec '25 — $229MJan '26 — $229MFeb '26 — $265MMar '26 — $265MApr '26 — $265MMay '26 — $265MJun '26 — $265M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$265Mregulatory AUM
Discretionary $265M