← Back to searchVisit website
BRIGHTWAY WEALTH PLANNING
BILECKYJ, ADAM PETER
CRD 307536
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$3.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 19 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $3.4M |
All web addresses on file
Official SEC filing: View on IAPD