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BRIGHT ROAD WEALTH MANAGEMENT, LLC
CRD 164408 · SEC 801-117890
405 W. 36TH AVENUE, SUITE 212, ANCHORAGE, AK, 99503, United States
Phone
(907) 339-1555
Fax
(888) 472-5078
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$443.3M
Discretionary AUM
$431.7M
Team
13 total employees; 10 advisory reps; 18 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 510 | $161.9M |
| High net worth individuals | 104 | $256.1M |
| Pension/profit sharing plans | 8 | $11.6M |
States served
AK, AZ, CA, CO, DC, NE, WA, TX
All web addresses on file
Official SEC filing: View on IAPD