BRIGHTPATH WEALTH PLANNING, LLC

5999 Ridge View Street
Suite B
Camarillo, California 93012
Tel: 805-764-0335

About BRIGHTPATH WEALTH PLANNING, LLC

BRIGHTPATH WEALTH PLANNING, LLC, formally registered with the SEC as BRIGHTPATH WEALTH PLANNING, LLC. The firm was established in 11/22/2021. They have over 2 offices throughout the country.

BRIGHTPATH WEALTH PLANNING, LLC is a Camarillo, California based Financial Planning firm with nearly $164,464,107 assets under management, offering retirement planning & investment advisory services to 404 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160563
SEC#	801-122732
Assets Managed by Firm	$164,464,107
No. of Clients	404
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	404	$164,464,107
Individuals (other than high net worth individuals)	52	$12,383,989
High net worth individuals	59	$151,002,388
Pension and profit sharing plans	6	$1,022,575
Corporations or other businesses	Fewer than 5 clients	$55,155

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