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

More Retirement Planning firms in Anchorage, Alaska:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ALASKA PERMANENT CAPITAL MANAGEMENT CO 3800 Centerpoint Drive Suite 910 Anchorage, AK, 99503	$4,013,615,571	180	13
LATASH INVESTMENTS, LLC 301 W. Northern Lights Blvd., Suite 412 Anchorage, AK, 99503	$1,649,021,511	12	7
MCKINLEY CAPITAL MANAGEMENT, LLC 3800 Centerpoint Drive, Suite 1100 Anchorage, AK, 99503-3956	$995,884,154	301	10
ALASKA WEALTH ADVISORS 3800 Centerpoint Drive, Suite 910 Anchorage, AK, 99503	$874,935,474	2004	14
SHILANSKI & ASSOCIATES, INC. 431 West Seventh Avenue, Suite 100 Anchorage, AK, 99501	$386,739,716	2309	16

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