# BRIGHTPLAN LLC

BRIGHTPLAN LLC of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 283790
- Type: SEC-registered investment adviser
- SEC file number: 801-108227
- Location: 333 WEST SAN CARLOS STREET, SUITE 600, SAN JOSE, CA, 95110
- Phone: 408-933-6188
- Latest filing: 2026-06-17
- Clients: 53

## Business model

- Compensation: Fixed
- Clients served: Individuals, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Marthin Frederick De Beer | CEO | — |
| Naomi Lynn Kantrowitz | CCO | — |
| MILLS WILLIAM THOMAS | CCO AND CLO | — |
| WOODS MICHAEL H | CHIEF INVESTMENT OFFICER | — |
| ARMSTRONG JEREMY NIEL | CHIEF COMPLIANCE OFFICER | — |
| KANTROWITZ NAOMI LYNN | CCO | — |
| SCHLEIFER JUSTIN HAYES | CHIEF COMPLIANCE OFFICER | — |
| De Beer Marthin Frederick | CEO; CEO AND CCO; MANAGING MEMBER | — |
| Kisch Michael Christopher | COO | — |
| WALLACE ROBERT MARTIN | DIRECTOR | — |
| DARWISH SAYED MOHAMMED | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283790/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283790/similar
- Related entities: https://search.stillhousedata.com/firm/283790/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283790

---

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.