Brighttree Wealth Management, LLC
● SEC registered since 2025CRD 304721SEC# 801-132470
Reg. AUM
$179M
Employees
3
Accounts
191
Location
—
Brighttree Wealth Management, LLC assets under management
Brighttree Wealth Management, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $179 million in regulatory assets under management and employs 3 people.
Brighttree Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harold Aldonzo Green Control | Managing Member/Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Brighttree Wealth Management, LLC manage?
Brighttree Wealth Management, LLC reports $179 million in regulatory assets under management on its Form ADV.
How many employees does Brighttree Wealth Management, LLC have?
Brighttree Wealth Management, LLC reports 3 employees.
Does Brighttree Wealth Management, LLC disclose fund performance?
Brighttree Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 808-521-4401 |
| Office hours | 9a.m. - 3p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$179M▲ 66%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$179Mregulatory AUM
Discretionary $179M