# Brightplan

Brightplan is a Bank / Wealth / Trust based in San Jose, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Jose, United States
- **Region:** North America
- **Address:** San Jose, CA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** brightplan.com
- **LinkedIn:** https://www.linkedin.com/company/brightplan

## Regulatory record

- **CRD number:** 283790
- **SEC file number:** 801-108227
- **Registration status:** Registered
- **Reports private funds:** No

## About

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.

## Sectors

- Financial Wellness
- Employee Benefits
- HR Technology

## 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.

## Related profiles

- [Bright Pixel](https://altss.com/profile/bright-pixel)
- [Brightpoint Capital Investment](https://altss.com/profile/brightpoint-capital-investment)

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Updated: 2026-07-10T20:56:45.000Z

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