BRIGHTWOOD VENTURES, LLC
CRD 165835
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$80.9M
Discretionary AUM
$79.7M
Team
1 total employees; 1 advisory reps; 37 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-14
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.2M |
| High net worth individuals | 26 | $70.8M |
| Charitable organizations | 1 | $5.9M |
All web addresses on file
Official SEC filing: View on IAPD