# BRIGHTER RETIREMENT ADVISORS LLC

BRIGHTER RETIREMENT ADVISORS LLC is a Multi Family Office based in Lehi.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lehi
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://brighterretirement.com

## Regulatory record

- **CRD number:** 321746
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321746

## About

Brighter Retirement provides personalized and comprehensive retirement planning and financial planning services. Its mission is to ensure clients worry less about their retirement and more about living a brighter life. Services include income maximization, growth optimization, tax reduction, legacy planning, and healthcare planning, guided by a Brighter Retirement Roadmap process.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds
- Secondaries & Special Situations

## People

- Devin

## Questions

### Who runs investment decisions at Brighter Retirement Advisors LLC?

Brighter Retirement Advisors LLC does not publicly disclose the names of its investment principals or portfolio managers. The firm operates as a registered investment advisor, and its investment committee is responsible for portfolio construction and manager selection. This lack of public principal naming is common among smaller multi-family offices that serve a restricted client base.

### How does Brighter Retirement Advisors LLC source proprietary deal flow?

The firm relies on relationships with institutional asset managers and placement agents for access to alternative investments. As a registered investment advisor, Brighter Retirement Advisors LLC is not a direct deal originator but rather an allocator to third-party funds and co-investment opportunities. Proprietary deal flow is not a documented feature of the firm's sourcing model.

### Does Brighter Retirement Advisors LLC participate in fund commitments or only direct deals?

Based on available public information, Brighter Retirement Advisors LLC primarily participates through fund commitments to third-party managers rather than direct deal origination. The firm's investment approach emphasizes exposure to institutional alternative investment funds in private credit, real estate, infrastructure, hedge funds, and secondaries. Direct co-investments are not a documented part of the firm's strategy.

### What investment stages does Brighter Retirement Advisors LLC typically target?

The firm targets primarily income-oriented and long-duration opportunities across private credit, real estate, and infrastructure — rather than early-stage or growth equity stages. The retirement-focused mandate steers the firm toward asset classes with predictable cash flows and lower volatility. This stage focus contrasts with venture capital or growth equity allocators.

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Last updated: 2026-08-11T15:06:20.694Z

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