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BRIGHTPATH WEALTH ADVISORS LLC
CRD 164209
2138 PRIEST BRIDGE COURT, SUITE 1, CROFTON, MD, 21114, United States
Phone
443-274-6100
Fax
240-554-2501
Registration
— (—)
Source
State registered
Total AUM
$69.6M
Discretionary AUM
$69.6M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $32.1M |
| High net worth individuals | 41 | $37.5M |
All web addresses on file
Official SEC filing: View on IAPD