# Brightree Wealth Management

Brightree Wealth Management is a RIA based in Scottsdale, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Assets under management:** Undisclosed
- **Website:** brightreewm.com

## Regulatory record

- **CRD number:** 304721
- **SEC file number:** 801-132470
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304721

## About

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.

## 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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Last updated: 2026-07-06T01:24:13.030Z

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