Bright Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lewisville, TX. Its latest Form ADV filing, dated April 30, 2026, reports $265M in regulatory assets under management, 7 employees, 1 office, and 478 accounts.
Assets Under Management
$265M
Employees
7
Offices
1 office
Total Clients
180
Primary office
LEWISVILLE, TX
4400 STATE HIGHWAY 121, SUITE 400, LEWISVILLE, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.0% of total clients.
Top client categories% of clientsClients
1
Individuals
65.0%
117
2
HNWI
32.2%
58
3
Corporations
1.7%
3
4
Charitable
1.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$265Mas of April 30, 2026
Discretionary100.0%
$265M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$265M
Total Accounts478
10Y AUM Change+$105M (+65.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee26:1
10Y Employee Change+1 (+16.7%)
* 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.