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Home > Retirement Planners > alaska > anchorage > BRIGHT ROAD WEALTH MANAGEMENT, LLC
BRIGHT ROAD WEALTH MANAGEMENT, LLC
405 W. 36th Avenue
Suite 212
Anchorage, Alaska 99503
Tel: (907) 339-1555
About BRIGHT ROAD WEALTH MANAGEMENT, LLC
BRIGHT ROAD WEALTH MANAGEMENT, LLC, formally registered with the SEC as BRIGHT ROAD WEALTH MANAGEMENT, LLC. The firm was established in 01/16/2020. They have over 5 offices throughout the country.
BRIGHT ROAD WEALTH MANAGEMENT, LLC is a Anchorage, Alaska based Financial Planning firm with nearly $349,477,061 assets under management, offering retirement planning & investment advisory services to 1919 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164408 |
| SEC# | 801-117890 |
| Assets Managed by Firm | $349,477,061 |
| No. of Clients | 1919 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1919 | $349,477,061 |
| Individuals (other than high net worth individuals) | 445 | $116,660,658 |
| High net worth individuals | 100 | $203,754,362 |
| Pension and profit sharing plans | 20 | $15,267,678 |
| Charitable organizations | 3 | $13,794,363 |
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