BRIGHT FUTURES WEALTH MANAGEMENT, LLC

1630 Empire Blvd.
Suite 100
Webster, New York 14580
Tel: (585) 231-1595

About BRIGHT FUTURES WEALTH MANAGEMENT, LLC

BRIGHT FUTURES WEALTH MANAGEMENT, LLC, formally registered with the SEC as BRIGHT FUTURES WEALTH MANAGEMENT, LLC. The firm was established in 01/03/2017. They have over 8 offices throughout the country.

BRIGHT FUTURES WEALTH MANAGEMENT, LLC is a Webster, New York based Financial Planning firm with nearly $388,387,230 assets under management, offering retirement planning & investment advisory services to 1842 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284920
SEC#	801-108869
Assets Managed by Firm	$388,387,230
No. of Clients	1842
No. of Advisors	16

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	1842	$388,387,230
Individuals (other than high net worth individuals)	876	$203,158,007
High net worth individuals	144	$184,011,205
Pension and profit sharing plans	3	$209,966
Charitable organizations	2	$224,723
Corporations or other businesses	3	$783,329

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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