Brightwater Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 16, 2026, reports $304M in regulatory assets under management, 5 employees, and 718 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.2% of total clients.
Top client categories% of clientsClients
1
Individuals
51.2%
146
2
HNWI
44.6%
127
3
Corporations
2.5%
7
4
Pension Plans
1.1%
3
5
Charitable
0.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$304Mas of March 16, 2026
Discretionary96.4%
$293M
96% of total RAUM96.4%
Non-discretionary3.6%
$11M
4% of total RAUM3.6%
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$304M
Total Accounts718
10Y AUM Change+$138M (+83.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee57:1
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.