# BRIGHT FINANCIAL ADVISORS, INC.

BRIGHT FINANCIAL ADVISORS, INC. of PORTAGE, MI is an SEC-registered investment adviser.

## Registration

- CRD: 107931
- Type: SEC-registered investment adviser
- SEC file number: 801-57192
- Location: 450 W. CENTRE AVENUE, SUITE C, PORTAGE, MI, 49024
- Phone: 269-373-2700
- Latest filing: 2026-01-23
- Regulatory AUM: $725.5M
- Discretionary AUM: $725.5M
- Clients: 12
- Accounts: 3,619

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Michael Price | CHIEF COMPLIANCE OFFICER/PRESIDENT | — |
| Brookes Lauren Welc | VICE PRESIDENT | — |
| BRIGHT JEFFREY JAMES | CHIEF INVESTMENT OFFICER/PRESIDENT; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| PRICE MICHAEL | CHIEF COMPLIANCE OFFICER/PRESIDENT; CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | — |
| WELC BROOKES LAUREN | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107931/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107931/similar
- Related entities: https://search.stillhousedata.com/firm/107931/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107931

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.