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Brightree Wealth Management
BRIGHTREE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $179 million in regulatory assets.
Overview
BRIGHTREE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $179 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Scottsdale, AZ, United States
Frequently asked questions
How does Brightree Wealth Management source its deals?
Sourcing is relationship-driven and concentrated in the Southwest, particularly Arizona. The firm relies on local broker and developer networks rather than institutional auction processes or intermediary-led deal flow. This hands-on, geographically dense approach allows access to off-market real estate and directly originated private credit opportunities.
What is Brightree's investing focus in real estate?
The office concentrates on income-producing real estate in Sun Belt markets, with particular density in Arizona. Property types lean toward multifamily, industrial, and necessity-based retail — asset classes that offer current cash flow and relative insulation from cyclical disruption. The firm does not pursue speculative development or ground-up construction at scale.
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