Bright Road Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Anchorage, AK. Its latest Form ADV filing, dated March 5, 2026, reports $443M in regulatory assets under management, 13 employees, 6 offices, and 2,182 accounts.
Assets Under Management
$443M
Employees
13
Offices
6 offices
Total Clients
622
Primary office
ANCHORAGE, AK
405 W. 36TH AVENUE, SUITE 212, ANCHORAGE, AK, United States
Top client segmentIndividuals represent 82.0% of total clients.
Top client categories% of clientsClients
1
Individuals
82.0%
510
2
HNWI
16.7%
104
3
Pension Plans
1.3%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$443Mas of March 5, 2026
Discretionary97.4%
$432M
97% of total RAUM97.4%
Non-discretionary2.6%
$12M
3% of total RAUM2.6%
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.
Total AUM$443M
Total Accounts2,182
10Y AUM Change+$331M (+294.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee48:1
10Y Employee Change+9 (+225.0%)
* 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.