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BRIGHT LAKE WEALTH MANAGEMENT, LLC
CRD 323513 · SEC 801-135764
1445 VICTOR AVE, SUITE D, REDDING, CA, 96003, United States
Phone
(530) 395-0202
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$103.6M
Discretionary AUM
$103.0M
Team
17 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 340 | $79.2M |
| High net worth individuals | 14 | $24.5M |
All web addresses on file
Official SEC filing: View on IAPD