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BRIGHTPLAN LLC

CRD 283790 · SEC 801-108227

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333 WEST SAN CARLOS STREET, SUITE 600, SAN JOSE, CA, 95110, United States

Phone

408-933-6188

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

53 total employees; 9 advisory reps; 37773 broker-dealer reps

Clients

More than 500

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-17

Disciplinary history

No

Services

Financial planningSelection of other advisers

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD