Bridgelight Financial Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Shelton, CT. Its latest Form ADV filing, dated March 3, 2026, reports $151M in regulatory assets under management, 3 employees, and 718 accounts.
Assets Under Management
$151M
Employees
3
Offices
--
Total Clients
246
Primary office
SHELTON, CT
1 ENTERPRISE DRIVE, SUITE 405, SHELTON, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.4% of total clients.
Top client categories% of clientsClients
1
Individuals
85.4%
210
2
HNWI
14.6%
36
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of March 3, 2026
Discretionary98.7%
$149M
99% of total RAUM98.7%
Non-discretionary1.3%
$2M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$151M
Total Accounts718
10Y AUM Change+$12M (+8.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee82:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.