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BrightPath Wealth Advisors LLC
BrightPath Wealth Planning is an independent fiduciary fee-only financial planning and investment advisory firm owned by Pete Kozak. Fee-only means the firm...
Overview
BrightPath Wealth Planning is an independent fiduciary fee-only financial planning and investment advisory firm owned by Pete Kozak. Fee-only means the firm is paid only by clients for advice and expertise and never accepts commissions from the sale of investments or insurance products. The firm combines boutique service with institutional resources through partnerships such as Buckingham Strategic Partners and Focus Partners Advisor Solutions.
General information
Firm type
Multi Family Office
Year founded
2004
Location
City
Camarillo
Principals
Pete Kozak
CFP® — Principal
Julie Kremer — Office Manager & Operations
Nicole Vertz — Para-Planner & Operations
Jared Martin — Associate
Holly Larson — Operations
Frequently asked questions
What investment stages does BrightPath Wealth Advisors typically target?
No specific investment stage targets have been disclosed by BrightPath Wealth Advisors. The firm's lack of public portfolio information makes it impossible to determine whether it focuses on growth equity, early-stage, or other stages.
Does BrightPath Wealth Advisors participate in fund commitments or only direct deals?
There are no public records of BrightPath Wealth Advisors making fund commitments or direct investments. The firm's investment vehicle preferences remain unknown due to the absence of disclosed transactions.
What is BrightPath Wealth Advisors' known posture on co-investments alongside external GPs?
No information is available regarding BrightPath Wealth Advisors' approach to co-investments. The firm has not publicly discussed its co-investment strategy or participation in syndicated deals.
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