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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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