Brightplan LLC
● SEC registered since 2016CRD 283790SEC# 801-108227San Jose, CA
Reg. AUM
—
Employees
53
Accounts
—
Location
San Jose, CA
About Brightplan
BrightPlan delivers enterprise financial wellness solutions combining an AI coach, digital platform, and access to financial advisors for global employers. It aims to help workers make confident financial decisions while supporting HR and benefits teams on engagement and benefit adoption.
Summary based on the firm’s website.
Brightplan LLC assets under management
Brightplan LLC operates as an SEC-registered investment adviser based in San Jose, CA. The firm has been registered since 2016. It employs 53 people.
Brightplan LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brightplan Group, Inc. Control | Managing Member | Over 75% | 2021 |
| Marthin Frederick De Beer Control | Ceo | Under 5% | 2016 |
| Naomi Lynn Kantrowitz Control | Cco | Under 5% | 2023 |
Frequently asked questions
How many employees does Brightplan LLC have?
Brightplan LLC reports 53 employees.
Where is Brightplan LLC located?
Brightplan LLC is based in San Jose, CA and has been SEC-registered since 2016.
Does Brightplan LLC disclose fund performance?
Brightplan LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 West San Carlos Street, Suite 600, San Jose, CA 95110 |
| Phone | 408-933-6188 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 11%
More than 89% of 16,804 advisers