← Back to searchVisit website
BRIGHTWATER ADVISORY, LLC
CRD 169806 · SEC 801-110500
4613 W. NORTH A ST., TAMPA, FL, 33609, United States
Phone
813-251-6310
Fax
813-336-1524
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$303.8M
Discretionary AUM
$292.9M
Team
5 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $29.0M |
| High net worth individuals | 127 | $264.3M |
| Pension/profit sharing plans | 3 | $3.1M |
| Charitable organizations | 2 | $4.6M |
| Corporations/business entities | 7 | $2.7M |
States served
GA, NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD