# Bright Road Wealth Management

Bright Road Wealth Management is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/bright-road-wealth-management-llc

## Regulatory record

- **CRD number:** 164408
- **SEC file number:** 801-117890
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164408

## About

We are a full-service wealth management firm dedicated to providing comprehensive, ongoing financial planning. | Bright Road Wealth Management is an independent Registered Investment Advisor (RIA). We act as the personal Chief Financial Officer (CFO) for successful individuals, families, and institutions. We help our clients reach their goals through a comprehensive Wealth Management Consultative Process.

## Sectors

- Wealth Management
- Multi-Family Office

## Questions

### Who founded Bright Road Wealth Management?

The founding principals and the year of establishment for Bright Road Wealth Management are not disclosed in public records. No individual names or founding dates appear in regulatory filings or industry databases.

### Where is Bright Road Wealth Management headquartered?

The firm's headquarters city is not publicly confirmed. Its registered state is in the United States, but the specific location is not listed in commonly available sources.

### How large is Bright Road Wealth Management by assets under management?

The firm does not publicly disclose its AUM. No AUM figure has been reported in regulatory filings or media coverage. The total assets managed remain undisclosed.

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Last updated: 2026-07-06T01:24:13.030Z

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