BRIGHT WEALTH MANAGEMENT, LLC
Lewisville, TX
AUM
$265.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS
(972) 410-6623
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX, LEWISVILLE
5 advisers found
BANNERMAN WEALTH
Lewisville, TX
AUM
$176.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(214) 919-4448
ZUWA FINANCIAL LLC
Lewisville, TX
AUM
$740K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-891-1831
GLOBAL FINANCIAL ADVISOR I, LP
Lewisville, TX
AUM
$34.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
972-905-9412
Full profileNo website
FINANCIAL ADVANTAGE
Lewisville, TX
AUM
$22.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
214-336-8038
Full profileNo website