BRIGHTPATH WEALTH PLANNING, LLC

BRIGHTPATH WEALTH PLANNING, LLC of CAMARILLO, CA is an SEC-registered investment adviser (CRD 160563). Regulatory assets under management: $205.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

NameRoleLocation
Peter Paul KozakMANAGING MEMBER, CHIEF COMPLIANCE OFFICER
KOZAK PETER PAULMANAGING MEMBER, CHIEF COMPLIANCE OFFICER

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