BRIGHT WEALTH ADVISORS, LLC

BRIGHT WEALTH ADVISORS, LLC of MISSION VIEJO, CA is an SEC-registered investment adviser (CRD 299434). Regulatory assets under management: $21.9M.

Registration

• CRD: 299434
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299434 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search