Bright Futures Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Webster, NY. Its latest Form ADV filing, dated April 22, 2026, reports $295M in regulatory assets under management, 14 employees, 6 offices, and 1,401 accounts.
Assets Under Management
$295M
Employees
14
Offices
6 offices
Total Clients
885
Primary office
WEBSTER, NY
1630 EMPIRE BLVD., SUITE 100, WEBSTER, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.5% of total clients.
Top client categories% of clientsClients
1
Individuals
87.5%
774
2
HNWI
11.9%
105
3
Pension Plans
0.2%
2
4
Charitable
0.2%
2
5
Corporations
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$295Mas of April 22, 2026
Discretionary99.7%
$294M
100% of total RAUM99.7%
Non-discretionary0.3%
$996K
0% of total RAUM0.3%
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$295M
Total Accounts1,401
10Y AUM Change+$295M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee63:1
10Y Employee Change+5 (+55.6%)
* 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.