GREENWOOD VILLAGE, COCRD 338693Latest ADV April 2, 2026
Bright Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated April 2, 2026, reports $128M in regulatory assets under management, 2 employees, 1 office, and 178 accounts.
Assets Under Management
$128M
Employees
2
Offices
1 office
Total Clients
178
Primary office
GREENWOOD VILLAGE, CO
4950 S YOSEMITE ST F2 #394, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.0% of total clients.
Top client categories% of clientsClients
1
Individuals
68.0%
121
2
HNWI
32.0%
57
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$128Mas of April 2, 2026
Discretionary100.0%
$128M
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$128M
Total Accounts178
10Y AUM Change+$128M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee89:1
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.