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Brightplan
Brightplan was established in 2015 as a California-based wealth manager. It advises individuals and high-net-worth clients on investment matters.
Overview
Brightplan was established in 2015 as a California-based wealth manager. It advises individuals and high-net-worth clients on investment matters. The firm supplies investment advisory services that include financial planning, tax planning, and portfolio management. No specific asset classes, portfolio holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. Brightplan functions as a standard RIA without documented structural features such as proprietary sourcing networks or hybrid fund vehicles.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
Location
Region
North America
Country
United States
City
San Jose
Corporate office
San Jose, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Brightplan?
No named principals or CIO appear in public records.
Does Brightplan participate in fund commitments or only direct deals?
Available information does not specify allocation methods or structures.
What investment stages does Brightplan typically target?
No stage focus or asset-class details are disclosed.
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