# BRIGHT WEALTH ADVISORS, LLC

BRIGHT WEALTH ADVISORS, LLC of MISSION VIEJO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 299434
- Type: SEC-registered investment adviser
- Location: 27201 PUERTA REAL SUITE 300, MISSION VIEJO, CA, 92691
- Phone: (949) 272-8654
- Latest filing: 2026-05-19
- Regulatory AUM: $21.9M
- Discretionary AUM: $21.5M
- Non-discretionary AUM: $417K
- Clients: 1
- Accounts: 135

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299434/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299434/similar
- Related entities: https://search.stillhousedata.com/firm/299434/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299434

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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.