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BRIGHT VISION WEALTH
BOND WEALTH PLANNING & INVESTMENTS, PLLC
CRD 301522
25211 GROGAN'S MILL RD, SUITE 323, THE WOODLANDS, TX, 77380, United States
Phone
281-798-7551
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.7M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $8.3M |
| High net worth individuals | 5 | $18.4M |
All web addresses on file
Official SEC filing: View on IAPD