Brightpath Wealth Planning, LLC
● SEC registered since 2021CRD 160563SEC# 801-122732Camarillo, CA
Reg. AUM
$205.8M
Employees
5
Accounts
492
Location
Camarillo, CA
Brightpath Wealth Planning, LLC assets under management
Brightpath Wealth Planning, LLC is a registered investment adviser overseen by the SEC based in Camarillo, CA. The firm has been registered since 2021. It reports $205.8 million in regulatory assets under management and employs 5 people.
Brightpath Wealth Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Paul Kozak Control | Managing Member, Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Brightpath Wealth Planning, LLC manage?
Brightpath Wealth Planning, LLC reports $205.8 million in regulatory assets under management on its Form ADV.
How many employees does Brightpath Wealth Planning, LLC have?
Brightpath Wealth Planning, LLC reports 5 employees.
Where is Brightpath Wealth Planning, LLC located?
Brightpath Wealth Planning, LLC is based in Camarillo, CA and has been SEC-registered since 2021.
Does Brightpath Wealth Planning, LLC disclose fund performance?
Brightpath Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5999 Ridge View Street, Suite B, Camarillo, CA 93012 |
| Phone | 805-764-0335 |
| Fax | 805-272-9737 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$205.8M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$205.8Mregulatory AUM
Discretionary $205.8M