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BRIGHTSIDE WEALTH PLANNING, LLC
CRD 327899
3477 CORPORATE PARKWAY, SUITE 100, CENTER VALLEY, PA, 18034, United States
Phone
484-224-3478
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$84.0M
Discretionary AUM
$84.0M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $35.1M |
| High net worth individuals | 35 | $48.8M |
All web addresses on file
Official SEC filing: View on IAPD