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Brightway Wealth Planning
BRIGHTWAY WEALTH PLANNING is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
BRIGHTWAY WEALTH PLANNING is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
RIA
Frequently asked questions
What regulatory status does Brightway Wealth Planning hold?
Brightway Wealth Planning is registered as an investment adviser under the Investment Advisers Act of 1940, making it a fiduciary required to act in clients' best interests. Registration is with the SEC or applicable state authorities, imposing disclosure and reporting obligations. The firm must file Form ADV with regulators, providing transparency on fees, services, and conflicts.
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